Who can see what
Access in Relae is decided by two separate things: what your organization’s plan includes, and what role each person has.
The roles
Section titled “The roles”Admin. Everything, including settings, billing, receipting configuration, team management, and the data and privacy choices.
Manager. All donor work, plus the team views: everyone’s activity, the full pipeline, the scorecard across all officers.
Officer. Donor work. Records, notes, tasks, their own portfolio and worklist. On the scorecard they see their own line rather than the team’s.
Viewer. Read only. No edits, no exports of the whole database, no settings.
What a role does not change
Section titled “What a role does not change”Every person in your organization can see donor records, apart from what their role restricts. Relae is not built to hide donors from colleagues inside the same small shop, because in a shop of three that would create more problems than it solves.
If you need someone to have no access to donor records at all, do not give them an account. Use a shared campaign view instead.
Shared views for board members
Section titled “Shared views for board members”A read-only campaign view shows progress against goal and nothing else. No donor records, no names, no giving histories. It needs no account.
For most board members this is the right level. A development committee working named prospects is the exception, and giving them accounts is a decision worth making deliberately.
Custom properties from your imports are never shown in a shared client view, whatever they contain.
Consultants and multiple organizations
Section titled “Consultants and multiple organizations”A consultant working across several clients has a separate workspace per client with no shared donor pool between them. Data does not travel between client workspaces. See working across multiple client organizations.
Who at Relae can see your data
Section titled “Who at Relae can see your data”Relae staff access to customer data is restricted and is for support and operating the service. The Data Processing Agreement sets out the terms, including confidentiality obligations and what happens with sub-processors.
Changing or removing access
Section titled “Changing or removing access”Removing someone ends their access immediately.
Their recorded work stays, attributed to them. A contact report is a record of something that happened, and deleting it because the person left would remove your organization’s institutional memory.
Your donors’ own rights
Section titled “Your donors’ own rights”Individuals have rights over personal information held about them under Canadian privacy law, including the right to ask what you hold.
Your charity is the organization responsible for answering such a request, since the records are yours. Relae holds them for you. Exporting everything covers how to get a full copy of what is held.