Civora
Guide contents

Guide

Administration

How the organisation is set up and kept safe: profile, structure, money rules, security, imports and the audit log.

Who uses it: The system administrator; finance for budget categories and approval policiesOpen in Civora

What it is for

Administration holds the settings every department relies on: the organisation profile, locations and departments (and which workspace each department runs), budget categories and approval policies, security and sign-in, email delivery, imports and the audit log.

Its overview is a set-up checklist for a new organisation and a record of recent changes to how it runs.

Its menu

Each entry in the workspace menu and what you do there. You only see the entries your role allows.

  • Overview

    The set-up checklist, sign-in security at a glance, and recent changes to settings, roles and rules.

  • Organisation profileOrganisation

    Name, registration (PBO) number, currency, financial year and contact details.

  • LocationsOrganisation

    Counties, sub-counties and sites used by projects, activities and participants.

  • DepartmentsOrganisation

    Your department structure, each department's lead, and the workspace it runs in Civora.

  • Budget categoriesMoney rules

    The categories budget lines are coded to (and that donor rules refer to).

  • Approval policiesMoney rules

    Who approves which requests, by amount, type, grant and department.

  • SecuritySecurity & access

    Two-step sign-in by role, members' sign-in status and sessions, and what each role can do.

  • Audit logSecurity & access

    Every create, change, approval, export and deletion, with before and after values.

  • Email deliveryData

    The organisation's sending account for notification emails.

  • Import dataData

    Import budget lines, people and locations from a spreadsheet, with a preview first.

How to

Set who approves what

  1. Open Approval policies.
  2. Create a policy for each band of amount and type of request (and optionally a grant or department), with its steps: the supervisor, then roles such as finance or the executive director.

Require two-step sign-in

  1. In Security, choose the roles that must use two-step sign-in; reset a member's two-step sign-in or sessions if they lose their phone.

Rules Civora enforces

Controls built into the system, so good practice does not depend on memory.

  • Changes to settings, roles, rules and security are recorded in the audit log, which nobody can edit.

Last checked against Civora on 30 Oct 2026.