User Access Management

From Charitylog Manual
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Since Charitylog is based online, and the whole organisation has access to the information stored on it, it is important that user access is well controlled.

We suggest that it is a good idea to be as lenient with access as possible, and to trust staff as much as possible. If you try to tightly control every single user with a set of complicated rules about what they can and can't see, it is likely to lead to an awful lot of extra work for administrators.

There are three ways to limit user access within Charitylog.

Limiting access for particular users

System Access tab

Project Access tab

Personal Tab Access tab

Limiting access by user group

Group Access screen

The Group Access screen allows administrators to control what each User Group has access to throughout the Charitylog system. It is one of the most powerful tools that administrators have in running the system, and is covered in its own document here: Group Access.

Limiting access to a specific document, etc

Uploaded documents

Extension Databases