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Pathways CRM Admin Guide

The Admin Guide is designed for system administrators, IT support teams, and organizational leaders managing the Pathways CRM platform. Administrators are responsible for user access, security, data structure, workflows, and system-wide configuration.

Pathways CRM is built to support nonprofits working in social services, economic mobility, youth development, housing, and related fields. Its flexible data model allows organizations to customize programs, services, assessments, goals, and reporting.

Who Should Use This Guide?​

This guide is intended for:

  • System Administrators
  • Program Directors configuring modules
  • Data Managers and Evaluators
  • IT Support Teams
  • Executive Leaders overseeing compliance and reporting

Key Responsibilities of an Admin​

Administrators typically manage:

  • User Accounts and Role Assignments
  • Access Control and Permissions
  • Program and Module Configuration
  • Intake Form Customization
  • Dashboard and Reporting Setup
  • Data Quality Checks and Cleaning
  • Imports and Exports
  • Automation Rules and Notifications
  • Organization-wide System Settings

Use the navigation menu to explore each topic in depth.