Selective access to the Data Export tool
As an Admin, you can export data to Excel at any time, by using the Admin Tools – Data Export page.
Now you can also grant this ability to people in your agency who are not Admins – from within their profile on the Advanced Security Setting page.
You’ll see that you can give them selective access to just one (or more) certain areas for exporting data. If granted, then they can access the Data Export page via a special link at the bottom of their normal home page inside iCarol.
iCarol is your help line software company that is here to make your job easier as Executive Director or leader of a non-profit contact center. Whether you have a crisis, help or 211 referral line, we are here to help you help more people in your community. Read more…