Beacon | Charity CRM with Powerful Role Management

Role up, role up!

At Beacon, security is always our highest priority. Charities often handle sensitive data, and sometimes, it is inappropriate or unhelpful to share everything with everyone.

That’s why we created a special system to help you configure this to your individual needs. Here’s what that looks like in practice:

Data restrictions

Choose what users can see and do at the team or individual level. Great for protecting sensitive information and simplifying your team’s experience.

Configurable functionality

You can control access to entire Beacon features. Lock down everything from editing forms to running CSV exports.

Granular permissions

Restrict access to specific fields, or to an entire record type. Make data read-only or hide forbidden things entirely. Magic!

Innovative charities choose Beacon,
and stick with Beacon.

Kevin Hughes

@

Special Olympics Ireland

Before we partnered with Beacon, we ran an event which had an estimated 110 hours of admin work, which is 50 full days! We repeated the event during Beacon setup and the admin took an hour. The volume of paper Beacon has removed from our operations is absurd.

Anthony Hayman

@

Noah's Ark Hospice

A friend called me after setting up a regular donation to tell me they'd recieved the most beautifully written email. They said, 'Gosh, you've really got your team well drilled', which was amazing becasue we hadn't really done anything!

Adam Davidson

@

Chapel & York

With Beacon, we’ve simplified our entire process for handling donations. Beacon automates everything - from taking donations online and acknowledging donors right through to our Gift Aid submissions. It’s easily saving us 20 hours every single week.

Roles and permissions in a nutshell

We’ve worked hard to simplify the complex (and believe us, user permissions at this level are complicated!) Here’s how you would do it:

Create a role

A role is essentially a team or function within your charity, such as fundraising, finance or service delivery.

Set permissions

Tell Beacon exactly what users within this role can see and do in terms of both features and data.

Assign users to the role

Easily attach a user to a role, and hey presto, their experience of Beacon is customised to their needs!

Don’t just take our word for it…

Edinburgh Dog & Cat Home

How Edinburgh Dog & Cat Home skyrocketed their fundraising with Beacon.

We’re now thinking about projects we wouldn’t have been able to dream about with our old CRM.

Gillian Graham

Legacy and Individual Giving Manager

at

Edinburgh Dog & Cat Home