Change the security settings for the Group Summary data (Households)

The Constituent Group Summary View has both group information and revenue summary embedded in this form (one permission controls this, Constituent Group Summary View) with 4 separate summary tiles .

The form then imports two datalists, which have separate permissions.
- Constituent Group Recent Completed Interactions Summary Data
- Constituent Group Recent Correspondence Summary DataList

The only way to hide the revenue summary is to deny the Constituent Group Summary view to the user and that would deny access to the entire summary view.

Can the revenue data on the other summary tiles have their own permissions so that we can grant some or all data permission and the user can see only the summary data that they have the permissions to see.


  • Bradley Henry
  • Jun 15 2022
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