Team Roles & Permissions
Manage roles and permissions to keep access secure, clear, and organised.
Control who can see and do what across your business with flexible team roles and permissions. Assign clear access levels to staff, subcontractors, and administrators—ensuring the right people have the right tools, while keeping your data secure and organised.
Key Highlights
Create tailored roles for admins, supervisors, office staff, and field teams to match how your business operates.
Manage exactly what each user can view, edit, or approve—protecting sensitive data and maintaining full control.
Enable teams to work together efficiently while ensuring permissions keep workflows structured and secure.
Easily assign, update, and manage user roles as your team grows—without disrupting operations.
Capabilities
Custom user role creation
Create custom user roles to match the structure and responsibilities of your business.
Permission-based access control
Control access with permission-based settings that determine what each user can view or edit.
Module-level access settings
Set module-level permissions across CRM, jobs, accounting, reporting, and other areas.
Admin, supervisor, and staff role structures
Define admin, supervisor, and staff roles with access tailored to each level of responsibility.
Subcontractor and external user access controls
Manage subcontractor and external user access without exposing sensitive business information.
Activity tracking and user logs
Track user activity and system changes with detailed logs and audit history.
Secure login and authentication control
Protect accounts with secure login processes and user authentication controls.
Editable permissions at any time
Update permissions at any time as staff roles, responsibilities, or business needs change.
Centralised user management dashboard
Manage all users, access levels, and permissions from one centralised dashboard.
Integration across all system modules
Apply role-based access consistently across every connected module in the platform.
Business Benefits
Protect sensitive business data with controlled access
Improve accountability with clear role definitions
Reduce errors by limiting unnecessary system access
Increase efficiency with structured workflows
Scale your team safely as your business grows
Maintain full oversight of user activity and permissions
Granular user control
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.