Unlimited user accounts
Unlike most providers, we don't charge for every user, giving affordable access for both staff and volunteers.
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- Flexible field visibility controls
Flexible field visibility controls
'Field Sets' control user data visibility
Based on the idea that people should only see what they need to see, one of the 'by-products' of the development work we had to do for GDPR was to create the concept of 'field sets'.
Essentially a field set can be used to list which client fields are needed for a particular project. For example, if you are running a benefits project, you are likely to need to see the NI number. If you are doing Information and Advice, it is likely that you don't need to see it.
By associating the necessary fields with a project and then associating a user with the project(s) they are working in, you can effectively create a list of fields that the individual user can actually see.
This has particular value when volunteers are using the system as it means they can only see what they need to see and not other important data about the client.
Other Features
Secure Data Centres in the UK
All data is hosted using secure, highly reputable Data Centres in the UK.
Multiple user groups
Assign different permissions to different groups of users.
Optional two factor authentication
Use 2FA for an extra level of security.
Additional practice & test environments
Separate training and test (sandbox) systems without affecting your live data.
Multiple GDPR consent rules
Keep on top of GDPR compliance with configurable consent options, including expiry notifications.
Right to be forgotten
Manage 'forget me' requests easily.
Fulfill Subject Access Requests
Easily provide personal information upon request.