Share Wealth datapoints and manage Wealth administrators

Tags: product:wealth intent:data-sharing intent:vms intent:administrator intent:permission

Go to Wealth > Settings. Under GC Product Data Sharing, choose which Wealth datapoints VMS may use. This requires both Volunteer Management and Integrated Wealth Analytics; otherwise the page explains that the connection is not enabled.

Only share datapoints appropriate for volunteer roles. After changing this setting, review Volunteer Management's role configuration and Constituent Preview before expecting volunteers to see the new data. Disabling a datapoint removes future product access but does not erase screenshots, exports, or previously downloaded information.

Use Wealth > Administrators to add or edit Wealth access. Menu options and drilldowns remain permission- and subscription-controlled even for an administrator.