admin_panel_settings Roles, approvals & security

Give people exactly the access they need

Build roles from individual permissions, require approval before money moves, and keep an audit trail of every change.

Custom
Roles
Approval
Workflows
2FA
Built in
admin_panel_settings Overview

Access that grew by accident

Most teams end up with everyone an administrator because that was easier at the time.

  • check_circleSales staff who can edit the general ledger
  • check_circleSpending approved verbally with no record
  • check_circleNobody sure who changed a posted document
  • check_circleAccess that hides menus but not the underlying endpoints
Roles, approvals & security
badge

Roles that mean something

Start from sensible built-in roles or compose your own from the permission list, right down to the action.

  • check_circleBuilt-in and custom roles
  • check_circlePermission-level control
  • check_circleWarehouse and branch scoping
  • check_circleEnforced on the server, not just the menu
how_to_reg

Approvals before money moves

Route bills, expenses and purchase orders for approval and keep the decision on the record.

  • check_circleApproval workflow on spend
  • check_circleApprover recorded on the document
  • check_circleRejection with a reason
  • check_circleNotifications to approvers
verified_user

Account security

Two-factor authentication, session controls and invitation-based onboarding for new team members.

  • check_circleTwo-factor authentication
  • check_circleSession timeout controls
  • check_circleInvite-based user onboarding
  • check_circleFull activity log
help_outline FAQ

Questions, answered

Can I create my own roles?
Yes. Build a role from the individual permissions each module exposes.
Is access enforced properly?
Yes. Every action is authorised on the server, so hiding a menu is not the only control.
Can I restrict a user to one warehouse?
Yes. Users can be scoped to the location they work in.
Is there an audit trail?
Yes. Changes are logged with the user and timestamp, and corrections are reversals rather than silent edits.

Tighten access without slowing people down

Free 14-day trial with the full permission model.

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