CSRiseCSRise

Corporate Impact Operating System · static screens

From mandate to evidence to payment, one governed record.

Companies govern CSR spending from authorisation to reporting and prove what happened with evidence. Money does not move through CSRise: companies pay implementing partners directly, and CSRise approves, tracks, reconciles and audits it. Dashed cards are planned screens that do not exist yet.

Start at sign in

01 · Access

Account & access

Sign-in, two-factor, password recovery, verification and account decisions. There is no public registration.

Sign inEmail, password, two-factor notice CSRise admin sign inSeparate URL, IP allowlist, forced 2FA Confirm emailResend, change address, progress Two-factor setupQR enrolment and confirmation Two-factor challengeSix-digit code at sign in Recovery codesSingle-use codes Forgot passwordRequest a reset link Set new passwordStrength rules, session reset Verification wizardOrganisation details and documents · to be reframed as partner due diligence Verification statusReviewer timeline · to be reframed Account suspendedReason, evidence, next steps Appeal a decisionSelect type, submit, track
Accept partner invitationPlanned · invited by a corporate, set password, join assigned projects
Corporate user invitationPlanned · Account Owner adds users and assigns roles

02 · Corporate workspace

Corporate workspace · 20 modules

Six sections: Govern, Execute, Evidence & Monitor, Capital & Finance, Report & Assure, Administration. Roles: Account Owner/Admin, Program Owner, Reviewer, Approver, Finance Officer, Executive/Board Viewer.

Govern

Executive Governance & Decision HubA consolidated view of social-investment governance, capital position, project performance and decisions requiring attention. Mandates & AllocationsEstablish and govern authorised social-investment mandates and allocations. Decisions & ReallocationsRecord material governance decisions and authorised capital transfers. Impact ClaimsGovern formal impact claims supported by evidence, verification and approval.

Execute

Initiatives & ProgramsManage canonical programs, projects, milestones, deliverables and evidence reviews. Discover ProjectsAssess prospective projects against authorised corporate mandates. Project ShortlistManage candidate projects undergoing assessment and due diligence. Funded ProjectsMonitor approved and funded projects. Employee Impact OSPreserve CSRise's existing employee impact functionality.

Evidence & Monitor

Project UpdatesDisplay execution activity and governance events. Impact DashboardMonitor evidence-based social-investment performance. Disputes & ResolutionsManage formal disputes and escalations.

Capital & Finance

Capital DeploymentThe corporate capital deployment ledger. Commitments & PaymentsManage financial obligations, authorisations, payment recording and reconciliation. InvoicesPreserve existing invoice functionality. ReceiptsMaintain traceable financial receipts.

Report & Assure

Reporting & DisclosuresGenerate traceable corporate impact and capital reports. Audit TrailA reconstructable history of material actions.

Administration

Plan & SubscriptionsCorporate subscription and billing status. SettingsManage permitted corporate workspace configuration.

03 · Partner and administration

Partner workspace · 9 modules, CSRise administration · 13 modules

Partners see only projects assigned to them. Administration manages the platform without any corporate approval authority.

Workspace

OverviewA clear summary of assigned responsibilities. My Assigned ProjectsProjects assigned to the authorised partner user. Milestones & DeliverablesUnderstand and manage assigned delivery obligations.

Evidence & Review

Evidence SubmissionsSubmit evidence against assigned milestones. Clarifications & ReviewsRespond to corporate evidence-review requests.

Financial Visibility

Payment StatusPermitted visibility into payment progression.

Account & Activity

Activity HistoryAuthorised activity associated with the partner's assigned work. Organization & TeamApproved partner organisation management. Settings & SupportIndividual account settings and support.

Platform Operations

Admin OverviewOperational overview of the CSRise platform. OrganizationsManage corporate and implementing-partner organisation records. Users & AccessAdminister authentication, membership and permitted user access. Corporate–Partner RelationshipsAdminister approved relationships between corporate customers and implementing partners.

Governance Oversight

Workflow MonitoringIdentify operational problems affecting governance workflows. Data Integrity & ReconciliationMonitor the consistency of canonical governance and financial records. Audit & ComplianceMonitor administrative actions, access changes and platform control compliance.

Customer Operations

Onboarding & PilotsSupport corporate onboarding and controlled pilot delivery. Subscriptions & BillingAdminister subscription and billing operations. Support & IncidentsCoordinate customer support and operational incident resolution.

Platform Configuration

Roles & Permission PoliciesConfigure authorised platform permission structures. Integrations & ServicesMonitor existing and separately approved technical integrations. System SettingsManage approved platform-wide operational settings.

04 · Public & legal

Public & shared pages

Pages readable without an account, and the legal pages.

Impact reportingHow money records and evidenced outcomes are shown separately ReportsPublished impact reports Report verificationResult of checking a report against the record · wording under review Verify a reportResolve a reference to its record · wording under review SupportOpen a ticket a person answers Privacy PolicyDraft rewritten for the new product model, awaiting legal review Terms of ServiceDraft rewritten for the new product model, awaiting legal review Acceptable Use PolicyDraft rewritten for the new product model, awaiting legal review Data protection officerA named person, not an inbox Page not foundNothing happened to your account Server errorRecords unaffected · wording under review

Scope & limits

What these screens are.

Design surfaces, not a working application. They are meant to be reviewed before anything is wired to a backend. The rules below must be enforced on the backend, not only shown in the interface.

Separation of duties

Milestone approval, payment authorisation, payment recording and reconciliation are done by four different people on each payment. Evidence approval never triggers payment.

Aggregate Verified Metrics

Amounts, names and outcomes are invented. They are not customer results. Impact is shown as Not Assessed or Insufficient Verified Data until evidence is approved.

Invitation only

No public partner registration. Corporates approve and invite their implementing partners, who see only their assigned projects.