Staff · Volunteers · Boards · Field teams

Managed IT for not‑for‑profit organisations

We manage IT for not-for-profits, setting up Microsoft 365 for staff, volunteers and board members, securing the devices your field staff use and protecting client and donor information.

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A support worker helping a client apply for services on a tablet app with accessibility settings
Client data secureDLP, MFA and tested backups protecting client, donor and case information
Tested backupsImmutable backups of Microsoft 365, client records and finance data, with restores tested
Field staff mobileManaged tablets and phones for staff working in homes and communities
Licensing by roleMicrosoft licences matched to staff, volunteers, board members and contractors
Sector focus

IT for lean teams with a lot to protect

Not-for-profits combine staff, volunteers, boards and field workers with sensitive client and donor information and close scrutiny of spend, so we set up the IT to give each role what it needs and no more.

Not-for-profit organisations

Staff · Volunteers · Boards

Most not-for-profits have the same mix: staff, volunteers, board members and contractors, sensitive client and donor information, and close scrutiny of how money is spent.

We set up and run IT around it, with access by role, secure devices wherever people work, and licensing that makes the most of Microsoft’s nonprofit offers.

Microsoft 365Licensing by roleConnecting UpVolunteer accessField devicesBackup
What we look after
  • Microsoft 365 set up by role for staff, volunteers, board members and contractors
  • Microsoft licensing matched to each role, including nonprofit offers and Connecting Up
  • DLP, MFA and access control on client, donor and program information
  • Managed laptops, tablets and phones, including for staff in the field
  • App protection for personal devices used by volunteers and board members
  • Backups with tested restores for Microsoft 365, client records and finance data
  • Coordination with your CRM, donor and finance vendors, such as Salesforce, iMIS and Civica
Access model

Access and licensing matched to each role

Staff, volunteers, board members, field teams and contractors all need something different from Microsoft 365. We set up each role with the access, device approach and licence it needs, and review it as people join, move and leave.

Getting this right keeps client and donor information with the people who should see it, and keeps licence costs in line with what each person uses.

Example access modelRoles in a 60-person not-for-profit
Reviewed quarterly
#Role and what they needLicence
  1. 1
    StaffFull Microsoft 365, client platforms and a managed laptop
    Grant or discount where eligible
  2. 2
    Board membersBoard papers and secure email, with MFA on every account
    Grant where eligible
  3. 3
    VolunteersEmail, Teams and program files, with app protection on their own devices
    Discount or guest access by role
  4. 4
    Field teamsA managed tablet or phone, client records and secure sign-in
    As for staff, plus mobile management
  5. 5
    ContractorsTime-bounded access to specific files and Teams channels
    Guest access, time-bounded
Agreed withOperations managerRun byInlight ITReviewedQuarterly
What we manage

The systems we look after day to day

The IT we look after around your client platforms, funding reporting and field teams.

Users and IT support

Staff, field workers, volunteers and board members message us in Microsoft Teams and follow the request there, with AI-assisted triage routing it to the right engineer. When clients can’t be served, it’s a P1. Under our SLA-driven support model, the response target for a P1 incident is under 15 minutes.

Microsoft 365, identity and licensing

Access is set by role, so staff, volunteers, board members and contractors each see only what they need, with MFA and Conditional Access on every account. We review the licence mix against Microsoft’s nonprofit offers, and data loss prevention (DLP) is part of the setup, covering client, donor and case information in email, Teams and files.

Computers and devices

Office computers, laptops and the tablets and phones field staff take into homes and communities are managed to one standard, with encryption, endpoint protection and remote wipe. Personal devices get app protection, so organisation data stays in managed apps.

Cloud, infrastructure and networks

Microsoft 365, Azure and the networks that link head office, regional offices and hybrid workers. New offices, including interstate, are set up to the same standard for sign-in, devices and security.

Backup and recovery

Immutable backups across Microsoft 365, client and case records, finance data and board papers, with restores tested. Systems come back in the order services need them, starting with sign-in, email and your client platform.

Vendors and client platforms

Client and case management, CRM and donor platforms such as Salesforce, iMIS and Civica, along with finance and payroll systems, all depend on the devices, sign-in and connectivity we manage. When you replace a platform, we handle the access, devices and data moves around it and coordinate with each vendor.

Cybersecurity and client data

Identity, endpoint and email security, patching and privileged access are part of the service, with Essential Eight-aligned controls and SOC and MDR where funders or the data you hold require it. Security awareness training for staff is available, and incident plans cover the Notifiable Data Breaches scheme.

Copilot, AI and automation

Client and case notes are labelled and permissions reviewed before Copilot is switched on. We also build automation and Power BI reporting for grant acquittals, board packs and service data.

Platforms we operate
MicrosoftFortinetCiscoSentinelOneProofpointNakivoIBMLenovo
Common questions

Questions we get asked

What do we need to do after a data breach involving client records?
If your organisation is covered by the Privacy Act, which includes not-for-profits with annual turnover above $3 million and any organisation providing a health service, a breach likely to cause serious harm must be assessed within 30 days and notified to the OAIC and the people affected. Organisations that make a ransomware payment and have turnover above $3 million must also report it to the Australian Signals Directorate within 72 hours. Our incident plans cover containment, evidence and these notifications.
Can our caseworkers use Copilot with client notes?
Yes, with the right setup. Microsoft 365 Copilot works within each user’s existing permissions, so permissions, sensitivity labels and DLP need to be in place before rollout. We review access to client and case records, label sensitive information and agree which AI tools are approved. Decisions about client consent and how notes are used stay with your organisation’s policies.
Do we qualify for Microsoft not-for-profit pricing?
Eligible not-for-profits can access Microsoft grants and discounts once validated. Microsoft no longer donates Microsoft 365 Business Premium licences, so most organisations now use discounted licences, and Connecting Up gives ACNC-registered charities access to donated and discounted products from Microsoft and other vendors. Grants generally cover paid staff and unpaid executives, discounted licences can extend to volunteers, and members, donors and the people you serve aren’t eligible. We check eligibility and match the available licences to staff, volunteer and board roles.
How do we give volunteers and board members the right access?
By role. Board members get secure access to board papers without operational systems, volunteers get limited access to the files and email they need, and contractors get time-bounded access that ends with their engagement. MFA, Conditional Access and regular access reviews keep it controlled as people come and go.
Can staff and volunteers use their own phones?
Yes. App protection policies through Microsoft Intune keep organisation email and files inside managed apps such as Outlook and Teams, block copying to personal storage and allow a remote wipe of organisation data only, without touching personal photos or apps.
How do you support field staff working in homes and communities?
Field staff get managed tablets and phones with encryption, MFA and remote wipe, mobile data and secure access to client records. Lone-worker safety apps and case apps run on devices that are kept patched and supported.
We’re replacing our client or case management platform. How can you help?
We handle the IT around the change: identity and single sign-on, device setup, Microsoft 365 integration, data moves, vendor access during the project and staff sign-in at go-live. The platform build itself sits with the vendor, and we coordinate with them throughout.
Can you work alongside our internal technology team?
Yes. Larger not-for-profits often have a head of technology or a small internal team. Co-managed IT adds depth across Microsoft 365, security monitoring, backup, networks and escalation, without duplicating what your team already handles.
What reporting and reviews do we get?
You can check the health of your environment at any time through your support portal, and you get a monthly snapshot of support, security and backup activity. Each quarter we meet to look ahead at new offices and programs, device replacements, platform changes, licensing and security improvements, timed around your budget and funding cycles. The reporting and meeting rhythm is set to suit your organisation.
How much does Managed IT cost for a not-for-profit?
The price depends on users, sites, the technology being managed and security requirements. Microsoft licensing, hardware and project work are identified separately, and we review licensing to keep that cost down. Use our Managed IT cost calculator for an indicative estimate.
How does onboarding work for a not-for-profit?
We start by documenting your environment: access, devices, Microsoft 365, client and finance platforms, vendors, security controls and any open issues. We then bring each area under management in stages, beginning with monitoring and backup.
How long do charities need to keep records?
Charities registered with the ACNC must keep financial and operational records for seven years, and the records must explain their transactions and show how the charity is meeting its obligations. Keeping them in Microsoft 365 works well when the storage is structured, access is controlled by role, retention is set to match, and backups are tested, so records can be found and restored years later.
Next step

Plan your IT around the budget you have

Tell us how your team works today, and we’ll identify where licensing, security and support can be improved.

Discuss Managed ITCalculate Managed IT cost

Prefer email? contact@inlightit.com.au