Role-Based Access Control (RBAC) & Platform Users
Manage 16 discrete governance roles, organization-level data boundaries, and granular platform permissions
16 Platform Roles
Super Admin53 perms
Platform Governance
Platform Admin53 perms
Platform Governance
Executive / CEO16 perms
Leadership
CSR Partnership Manager21 perms
Corporate CRM
Program Manager27 perms
Program Implementation
Project Manager23 perms
Program Implementation
Finance Manager10 perms
Financial Control
M&E Manager13 perms
Impact & Monitoring
Compliance Manager9 perms
Governance
Corporate CSR Admin15 perms
Corporate Sponsor
Corporate Team Member6 perms
Corporate Sponsor
Partner Admin15 perms
Implementing Partner
Partner Staff6 perms
Implementing Partner
Field Officer9 perms
Field Operations
Internal/External Auditor15 perms
Audit & Compliance
Observer / Stakeholder3 perms
General
Platform Governance
Super Admin
Full access across all modules, configuration, and security.
Granted System Capabilities (53)
crm:view
crm:edit
crm:convert
companies:view
companies:edit
companies:create
budget:view
budget:edit
requirements:view
requirements:create
requirements:match
projects:view_all
projects:view_assigned
projects:create
projects:edit
projects:approve
proposals:view
proposals:create
proposals:review
proposals:approve
agreements:view
agreements:edit
agreements:sign
partners:view_all
partners:view_assigned
partners:due_diligence
partners:approve
finance:view
finance:submit_expense
finance:approve_expense
finance:release_funds
beneficiaries:view_anonymized
beneficiaries:view_pii
beneficiaries:register
activities:view
activities:submit
activities:verify
monitoring:view
monitoring:edit_kpis
surveys:create
surveys:respond
evidence:upload
evidence:verify
documents:view_public
documents:view_confidential
documents:upload
reports:view
reports:generate
reports:approve
tasks:manage
audit:view
users:manage
settings:manage