Everyone seeswhat they should
Owners, managers and salespeople get the view their job needs, with permissions that match how your business is actually organised.
How it is set up
Map your team
Add people to the role that matches what they do. There is no permission matrix to design.
Adjust where needed
Every role can be narrowed or widened per person, for the cases that never fit a template.
Leave it alone
New hires inherit the role. The setup does not need revisiting every time someone joins.
How access is organised
Roles that fit real teams
An owner, a manager and a salesperson do not need the same screen. Each gets theirs, without a consultant configuring it.
Permissions with edges
Cost and margin visible to who should see them. Everything else stays open, so nobody is blocked from doing their job.
Activity on the record
Who changed a price, who replied, who moved a unit. Not for surveillance — for answering questions later.
More than one rooftop
Locations keep their own inventory and staff, and roll up when you want the whole picture.
My salespeople see what they need and nothing else, and I did not have to hire someone to configure it.
Questions we get asked
Show us your org chart
We will map it live and you can tell us where it does not fit. That is usually the fastest way to find the gaps.
Request a Demo