Settings

Organization, fundraising target, team roles, and integration status.

Organization

Organization Name

Fundraising Target

Current target: $250,000. Used across the dashboard progress bar and all reports.

Your Session

Dr. Clarke

Administrator / LHI Leadership

Active Role

Role-based access control requires Cloud. Native RBAC is enforced at the data layer once Cloud authentication is connected. The role selector above is a preview only — it does not constitute real authentication and must not be used to simulate security in production.

Team & Roles

Name	Email	Role
Dr. Clarke	—	Administrator / LHI Leadership
Michael C. Clark	—	Fundraising Advisor
LHI Implementation Team	—	Implementation Team

Name

Role

Administrator / LHI Leadership

Full access and approvals across all fundraising activities.

Fundraising Advisor

Read access to all activities; add recommendations, update strategy, assign priorities, review progress.

Implementation Team

Create and update opportunities, activities, contact records, follow-ups, and assigned tasks.

Data & Integration Status

Authenticated database persistence (Cloud)

Not connected. Records are held in this browser session only and are lost on refresh. Enable Cloud for real accounts, saved data, and storage.

Role-based access control

Requires Cloud authentication. Access rules must be enforced on stored data, not by hiding UI elements. The role selector above is a preview only.

Contacts, Opportunities, Custom Fields & Workflows

Awaiting Cloud integration. Records reuse and de-duplication between donor and corporate contacts require explicit mapping and approval.

What works now

Add, edit, delete, and detail donors, grants, sponsorships, and tasks
Live dashboard KPIs, charts, and progress calculations from actual records
Gift/pledge logging with campaign allocation; cash and in-kind kept separate
Advisor notes, activity history, CSV export, and date-range reporting
Editable fundraising target and team management

Connect before real use

Enable Cloud for authenticated persistence and true RBAC
Map donor and corporate contact records to avoid duplication
Confirm no automated emails, application submissions, or payment requests are wired