Live

Team & Access (RBAC)

Decide who sees and does what.

Roles built from a permissions catalogue, enforced on the server, with an audit trail of every important change.

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What you get

Team & Access, in practice

1

The right access for every role

Give sales, accounts, installers and dealers exactly what they need.

2

Dealers see only their own work

Partners are limited to their own leads and quotes.

3

Know who did what

An audit timeline records important changes and assignments.

How it works

Team & Access, step by step

  1. 01

    Invite

    Add team members to your workspace.

  2. 02

    Assign a role

    Start from a default role or create your own.

  3. 03

    Fine-tune

    Pick permissions from a catalogue of authorities.

  4. 04

    Review

    Check the audit timeline when you need to.

  5. 05

    Deactivate

    Remove access when someone leaves.

Capabilities

What is included

  • Custom roles and permissions
  • Own-records-only access for dealers
  • Invite, deactivate and reassign users
  • Append-only audit timeline

What you will see

  • Roles built from a permissions catalogue
  • Own-records-only access for dealers
  • Invite, deactivate and reassign users
  • An append-only audit timeline

Questions

About Team & Access

Can I create my own roles?

Yes. Create roles from the catalogue of permissions to match how your company works.

Are permissions only hidden in the screen?

No. They are enforced on the server for every action.

Keep exploring

Other modules

Start your free trial

Set up your workspace, switch on the modules you need and invite your team.

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