Give each person a login and a role, so each sees only what the job needs.
Roles and permissions decide who sees what and who may change it. A salesperson bills without ever seeing cost, a branch manager sees one branch and no other, and nobody edits a bill after the month is closed. Each person signs in as themselves, so a password on a slip under the keyboard stops being the way in.
There is one login and one password, and everybody uses it. It is written on a slip taped under the monitor. The temporary hand who left in June still knows it, and when a rate is changed on a Saturday, nobody can say whose hand was on the keyboard.
Every user signs in under their own name, with a role cut to the work they handle. The role decides which screens open, which figures appear, and whether they may approve, edit or only look. Change the role once, and everyone who holds it changes with it.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- A password written on a slip under the keyboard
- The owner’s habit of approving everything in person
- Phone calls asking who changed a rate
The problems this is meant to ease.
What roles and permissions does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
List the real jobs
You describe who does what in the business. You get a proposed set of roles to confirm.
Decide what is hidden
Cost, margin, wastage and salary visibility are settled. A note records who may see each.
Give each person a login
Staff are entered with their own sign-in. Shared passwords are retired as people move across.
Test with sample users
A few staff try their screens on the trial. They tell us what is missing or too open. Gaps are found early.
Review after use
Exceptions granted to individuals are reviewed with the owner. The leaving routine is written down.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Logins mapped to a named person
- Roles with the right to edit after printing
- Exceptions granted to individuals
- Disabled logins against leavers
- Users who see cost or salary figures
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Audit trail
- Multi-branch consolidation
- Workflow and approvals
- Payroll
- Point of sale billing
Products that include it.
How we would put it in.
Questions owners ask about roles and permissions.
Which of your products already separate this?
Jewellery Retail Management Software lets a salesperson bill without seeing cost, wastage or the artisan account. Our grocery product keeps counter staff out of prices and profit unless you allow it, and the dealer product limits commission and payment details to the people who should see them.
Is this needed when we are five people who trust each other?
Trust is not the question. Memory is. Start with two roles, owner and staff, and add a third only when a real need appears. Ten roles in a five-person firm get worked around.
Can we still keep one common login for the counter?
You can, and we advise against it. A common login makes every correction anonymous, which is usually discovered during a cash difference. Even two logins for two shifts is better than one for everybody.
What about two-step login?
It can be turned on for the roles that matter, usually the owner and accounts. For a counter machine used by three people through the day it tends to be more nuisance than protection.
Where does the cost of roles and permissions come from?
The count of roles, branches and modules covered shapes it. Territory limits, field-level hiding and sign-in methods add effort. Taking roles and Permissions in stages lowers the first bill, since the quotation prices stage by stage. Scope sets the figure.
What decides how long roles take to set up?
How clearly your jobs are defined decides it. A release with the main roles and personal logins can come first. You supply the staff list and what each person should see, and the proposal fixes dates.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle roles and permissions today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements