Admin
Admin maintains organization setup, access and correction procedures.
Can
- Manage Organizations, Programs, team members, Users
- View funding cases, fund events, restricted allocations, review decisions, operation receipts, record attachments
- NGO + Donor + Project Mgmt
- Roles and access
Who can do what in NGO + Donor + Project Mgmt
Assign case preparation, money recording and review decisions to the right people.
How permissions work
Organization scope
Keep cases, programs, team members and allocations within the intended organization.
Separate decisions
Funding Reviewer and Allocation Reviewer decide the work prepared by Funding Officer and Finance Officer.
Evidence access
Use the Internal and Shared visibility values on case attachments deliberately.
Account link
Check the team member to user account link before granting a person access.
Who can do what
| Role | Organizations and team | Programs | Funding cases | Confirmed funds | Restricted allocations | Review and evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | View | View | View |
| Funding Officer | View | View | Edit | View | View | Edit |
| Program Lead | — | Edit | View | View | View | View |
| Finance Officer | View | View | View | Edit | Edit | Edit |
| Funding Reviewer | — | View | Approve | View | View | Edit |
| Allocation Reviewer | — | View | View | View | Approve | Edit |
| Operations Viewer | — | View | View | View | View | View |
Each role in detail
Funding Officer
Funding Officer owns requests and keeps case details current.
Can
- Manage funding cases, record attachments
- View Programs, Organizations, fund events, restricted allocations, review decisions, operation receipts
Starts on: Awarded Funding
Program Lead
Program Lead maintains program eligibility context and reviews proposed use.
Can
- Manage Programs
- View funding cases, fund events, restricted allocations, record attachments, review decisions
Starts on: Awarded Funding
Finance Officer
Finance Officer records confirmed money and reconciles restricted balances.
Can
- Manage fund events, operation receipts, restricted allocations
- View funding cases, review decisions, Programs, Organizations
Starts on: Submitted Allocations
Funding Reviewer
Funding Reviewer records decisions on funding cases with a reason.
Can
- Manage review decisions, funding cases
- View Programs, record attachments, fund events, restricted allocations, operation receipts
Reviews and approves
- Approve funding cases
Starts on: Cases Awaiting Review
Allocation Reviewer
Allocation Reviewer decides restricted allocations against available confirmed receipts.
Can
- Manage review decisions, restricted allocations
- View funding cases, fund events, Programs, record attachments
Reviews and approves
- Approve restricted allocations
Starts on: Submitted Allocations
Operations Viewer
Operations Viewer reads permitted funding work and operational outcomes.
Can
- View funding cases, Programs, fund events, restricted allocations, review decisions, operation receipts, record attachments
Starts on: Closed Funding Cases
Set up NGO + Donor + Project Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.