Course overview

  • 16 lessons
  • 1hr

  1. What are Roles & Permissions?

    1. Introducing Roles and Permissions

    2. Why Roles & Permissions are useful

    3. Exploring Roles

  2. Exploring Roles & Permissions in Beacon

    1. Exploring Feature Settings

    2. Exploring Access Settings

    3. (Field) Permission Settings

  3. Case Studies

    1. Introduction - Case Studies

    2. Case Management Team - Case Study

    3. Fundraising Team - Case Study

    4. Trust & Foundation Grants Team - Case Study

    5. Executive Board - Case Study

  4. Saving, Security, and Additional Learnings

    1. Saving changes

    2. Security

    3. Additional Learnings

    4. Next Steps

    5. Feedback