Users and permissions

Decide who works with which data and which parts of the system they use, based on their role in your company.

Many users, one system

Employees sign in and work with the records meant for them. Users, groups and organizations let you divide access.

Permissions by business role

Define who can view, enter or change data. The exact access rules are set up and tested for each record type.

Example: sales rep and manager

A sales rep can be limited to entering orders for customers, while a manager gets a wider view of the work. This split is agreed while the system is being prepared.