Roles & Permissions

Video demo

Description

With Beacon, protect your charity’s sensitive data without locking out your team. Everything stays secure, from safeguarding notes to donor capacity.

Role-based permissions to control view and edit access
Rules-based access limiting users to their own records
Custom field permissions to hide sensitive notes
Individual accounts providing complete audit trails

Demo videos

Ready to sort out your charity’s CRM once and for all?

Try for free Talk to sales