Settings, roles & data protection
Manage who can do what, audit changes and configure GDPR controls.
SA
Acting as Sade Akande
Super Admin · Full access to every record and to system settings.
Organisation
Used across reports and exports.
Data protection
Audit log enabled
Track creation, edits, exports and deletions across the CRM.
Consent expiry reminders
Warn programme staff 90 days before consent expires.
Auto-archive alumni
Move records to archived 12 months after the final follow-up.
Hide sensitive notes from non-programme roles
Funders, employers and board members cannot view notes or barriers.
Roles & permissions
Seven roles control access across the CRM. Switch role in the header to preview each view.
Super Admin
1Full access to every record and to system settings.
Admin
1Full access to every record. Cannot change system settings.
Programme Manager
1Manages young people, cohorts, programmes and outcomes.
Fundraising Manager
1Manages funders, grants, donations and fundraising reports.
Employer Engagement
1Manages employers, placements, contacts and tasks.
Mentor
1Sees only assigned young people. Can add notes.
Board Read Only
1Read-only access to dashboards and reports.
Permissions matrix
| Permission | Super Admin | Admin | Programme Manager | Fundraising Manager | Employer Engagement | Mentor | Board Read Only |
|---|---|---|---|---|---|---|---|
| Young People & Programmes | |||||||
| See all young people (not just assigned) | — | — | — | ||||
| Edit young people records | — | — | — | — | |||
| View personal details, notes & barriers | — | — | — | ||||
| Add notes | — | — | — | ||||
| Export individual records | — | — | — | — | |||
| Archive records | — | — | — | — | |||
| Log right-to-delete requests | — | — | — | — | |||
| Manage programmes & cohorts | — | — | — | — | |||
| Fundraising | |||||||
| Manage pipeline | — | — | — | — | |||
| Manage funders | — | — | — | — | |||
| Manage grants | — | — | — | — | |||
| Manage donations | — | — | — | — | |||
| Manage partnerships | — | — | — | — | |||
| Employers & Engagement | |||||||
| Manage employers | — | — | — | — | |||
| Manage contacts | — | — | — | ||||
| Manage organisations | — | — | — | ||||
| Manage events | — | — | — | ||||
| Reporting & Admin | |||||||
| View reports | — | ||||||
| Export reports | — | — | |||||
| View audit log | — | — | — | — | — | ||
| Change system settings | — | — | — | — | — | — | |
Audit log
Every record creation, edit, export, archive and delete request.
- SICreatedgrantsGrant G-507 — Esmée FairbairnS. Iqbal · 14/06/2026, 10:04:00
- SAEditedyoung_peopleYoung person YP-1042 — outcome updatedSade Akande · 14/06/2026, 09:12:00
- SAConsent updatedyoung_peopleYoung person YP-1043 — consent renewedSade Akande · 13/06/2026, 15:31:00
- MCEditedyoung_peopleYoung person YP-1044 — added 6-month follow-upM. Clarke · 13/06/2026, 11:18:00
- AExportedyoung_peopleYoung person YP-1049 — individual data exportAdmin · 12/06/2026, 16:42:00
- SAArchivedyoung_peopleYoung person YP-1049 — archived (alumni 12mo)Sade Akande · 12/06/2026, 14:10:00
- RKDelete requestedyoung_peopleYoung person YP-1050 — right to delete requestedR. Khan · 11/06/2026, 13:00:00
- MHEditedorganisationsOrganisation O-405 — Octopus Energy moved to ProspectMarcus Hall · 11/06/2026, 09:45:00
- EWCreatednotesNote N-9005 on King's College LondonE. Wright · 10/06/2026, 17:20:00
- SASigned inSigned inSade Akande · 10/06/2026, 08:30:00