Admin
Maintains organization context and application access.
Can
- Manage Organizations, Users, team members
- View Programs, Projects, funding cases, operation receipts
- NGOs ERP
- Roles and permissions
Who can do what in NGOs ERP
Assign clear ownership for programs, field records, funding decisions and reconciliation.
How permissions work
Start with responsibility
Give Program Lead the program and project plan, Field Coordinator the delivery records, and Funding Officer the donor and case preparation.
Keep the funding decision visible
Funding Reviewer acts on submitted cases through the review workflow and records a reason.
Investigate operation results
Finance Lead follows reconciliation and receipts that need review.
Check access with a real case
Rehearse draft, submission, decision and exception follow-up with the people who will perform those actions.
Who can do what
| Role | Organizations and programs | Projects and activities | Beneficiaries | Donors and funding | Funding review | Reconciliation and oversight |
|---|---|---|---|---|---|---|
| Admin | Edit | View | — | — | View | View |
| Program Lead | — | Edit | Edit | View | View | Edit |
| Field Coordinator | — | Edit | Edit | — | — | Edit |
| Funding Officer | — | Edit | — | Edit | Edit | Edit |
| Funding Reviewer | — | View | — | View | Approve | Edit |
| Finance Lead | — | Edit | View | Edit | Edit | Edit |
Each role in detail
Program Lead
Owns programs, projects and the delivery plan.
Can
- Manage Programs, Projects, project activities
- View Beneficiaries, funding cases, fund events
Starts on: Project Schedule
Field Coordinator
Records activities and supported households for projects.
Can
- Manage project activities, Beneficiaries
- View Projects, Programs
Starts on: Project Schedule
Funding Officer
Prepares donor records and funding cases and records funding movements.
Can
- Manage Donors, funding cases, fund events
- View Projects, review decisions, operation receipts
Starts on: Funding Review Queue
Funding Reviewer
Decides submitted funding cases and records the reason for each decision.
Can
- Manage review decisions
- View Donors, Projects, fund events, operation receipts
Reviews and approves
- Approve funding cases
Starts on: Funding Review Queue
Finance Lead
Checks funding movements, reconciliation results and unresolved receipts.
Can
- Manage fund events, operation receipts
- View funding cases, review decisions, Projects, project activities, Donors
Starts on: Funding Review Queue
Set up NGOs ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.