Administration & Technology
Role-based permissions
Controlling who can see and do what, by role and program.
Product support
Documented support
- Bonterra Apricot by Bonterra
Essentials includes Role-Based Permissions and Field Level Access.
vendor reported
- Bonterra ETO by Bonterra
User roles and data-security/reporting roles documented in the current help center.
vendor reported
- Casebook by Casebook PBC
Documented configurable roles and record-level access controls.
vendor reported
- CharityTracker by Simon Solutions
Three-tier roles (Network Administrator, Agency Administrator, Agent); custom roles available on request (help center).
vendor reported
- Clarity Human Services by Bitfocus
Role-based access protecting client privacy; audit logs restricted by access rights (HMIS page).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Role-based access control to field level; Role apBuilder manages permissions and data access (product page).
vendor reported
- QG Case by QuesGen Systems, Inc.
Role-based permissions and program scoping are documented.
vendor reported
Partial / qualified support
- Exponent Case Management by Exponent Partners
ePHI restricted to users granted access rights; customizable access requirements for sensitive data (HIPAA article).
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Platform permission sets and sharing rules gate Nonprofit Cloud objects; documented at the platform level rather than as case-management-specific roles (Developer Guide).
vendor reported
Unclear
Evidence exists but does not settle the capability.
- Salesforce Public Sector Solutions by Salesforce
Standard platform capability; not stated on the public-sector pages fetched.
vendor reported
1 researched product has not yet been verified for this capability — that is a research gap, not an assessment.
Commercial availability
Where plan-level research exists, availability by plan or add-on. Examples reflect only the products researched so far.
- Included Apricot Essentials plan of Bonterra Apricot
- Limited Volunteers add-on for Casebook