User Access Management
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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.