Roles & Permissions
A simple way to control which parts of Beacon your users can access.
Create a role
A role is essentially a team or function within your charity, such as fundraising, finance or service delivery.
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Set permissions
Tell Beacon exactly what users within this role should be able to see and do. Choose which features and record types they can access, and whether they can view data, edit it, or have no access at all.
Assign users to the role
Easily attach a user to a role, and hey presto, their experience of Beacon is customised to their needs! No unnecessary clutter for them, no security worries for you.
