01
Roles that fit your team
Start with Tenant Admin, Manager, Member and Viewer, then create custom user roles and permissions, set granularly per resource - users, quotes, invoices, settings and more.
Teams, roles & permissions
User roles and permissions that give everyone the right access
Invite your team and use user roles and permissions to control exactly what each person can see and do. Custom roles, read-only access and a full audit trail keep your business secure as it grows.
The benefits, at a glance
- Invite users by email and resend invitations
- Admin, Manager, Member and Viewer roles built in
- Create custom roles with granular permissions
- Read-only access modes for view-only staff
- Separate cost and margin permissions for quotes and invoices
- Full audit log of every state-changing action
Inside team & permissions
02
Enforced everywhere
Permissions are checked on both the API and the interface. People only see the pages and buttons they are allowed to use, with read-only modes for view-only access.
03
Invitations & profiles
Invite teammates by email, resend invitations, manage user status and see each person’s activity history from their profile.
04
Audit trail
A global audit log and record-level activity timelines capture every important action - who did what, and when - so nothing is ever a mystery.
05
Choose who sees costs and margins
Give access separately with the Quotes and Invoices View costs & margins permissions. Staff without the relevant permission see neither internal line costs nor margin summaries, and the Retail View toggle stays hidden.
06
Retail View for authorised staff
Staff who can view costs can still hide them while sitting with a customer. Retail View is a display choice for authorised users; switching it off never grants access beyond their role permissions. Set a company default in Quote/Invoice Settings.
Explore the rest of Pipeline
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