Example Admin Group Configurations

Common Admin Group and Data Access Rule setups to use as a starting point for your own organisation.

See How to Create an Admin Group and Set Data Access Rules for the setup steps, and Admin Groups & Data Access Rules for how access levels and criteria work.

Unrestricted admin

For admins who need full access to everything - the same experience as before this feature was introduced.

• Criteria: Any Criteria

• Access: Full Access to all record types

Programme-specific team

For teams who manage a specific funding programme and should only see records related to their programme.

• Criteria: Specific Funding Rounds -- select the relevant funding category or individual rounds

• Access: Full Access to the record types they work with (e.g. Rounds, Applications, Contracts, Payments)

Read-only auditor

For external auditors or observers who need to review data without making changes.

• Criteria: Any Criteria

• Access: Read Only to all record types

Separation of duties

For organisations that want to separate who manages applications from who manages payments.

Programme Managers group:

• Criteria: Any Criteria

• Access: Full Access to Rounds, Applications, Assessments. No Access to Payments, Contracts

Finance group:

• Criteria: Any Criteria

• Access: Read Only to Applications (for context). Full Access to Contracts, Payments

Restricted baseline with promoted access

For organisations that want new admins to start with limited access and gain more as they are trained.

Default Group (all admins):

• Criteria: Any Criteria

• Access: Read Only to Rounds and Applications. No Access to everything else

Experienced Staff group:

• Criteria: Any Criteria

• Access: Full Access to all record types

New admins automatically get read-only access through the Default Group. Once trained, adding them to the Experienced Staff group gives them full access.