Security & Compliance
Role-Based Access
Granular permissions across 20+ modules
Role-Based Access gives you granular control over who can see and do what across 20+ platform modules. Start with built-in presets for Viewer, Manager, and Admin roles, or build custom roles that match your exact team structure. Every permission is scoped to specific modules and actions, and access changes are logged in the activity trail for compliance.
The Problem
Without granular permissions, staff either get too much access (creating data security risks) or too little (creating bottlenecks where people cannot do their jobs without requesting help from admins).
The Solution
With HYS Role-Based Access, you define exactly what each team member can see and do across 20+ modules, balancing security with productivity using presets or fully custom roles.
How it works
Choose a preset or build custom
Start with Viewer, Manager, or Admin presets or create a custom role from scratch. Each role defines permissions across 20+ platform modules.
Assign to team members
Assign roles to staff members. Each person gets exactly the access their position requires -- no more, no less.
Audit access changes
All role assignments and permission changes are logged in the activity trail, providing a complete audit history for compliance reviews.
How this feeds Aida's work queue
Every role-based access signal becomes an owned, reviewed action on your team's queue
In HelpYouServe, the context this captures lives on one record and rolls up into Aida's daily queue. Aida, your AI Development Director, turns it into an owned next action with a deadline, prepares the next step in your voice with citations, and your team reviews and approves before anything goes out. Aida adds development capacity, she does not replace your team.
HelpYouServe is the platform underneath: donor records, giving pages, sponsorships, communications, reporting, tasks, approvals, and audit history on one system.
Source context, owner, deadline, AI draft, your approval
Key features
Frequently asked questions
Ready to get started?
See how role-based access can transform your organization.