Access Control
Role-based permissions — Owner · Manager · Staff
3 roles · 42 permissions
1
Owner member
0
Manager members
0
Staff members
42
Total accessible modules
Owner
FULL ACCESS
1 member
Manager
SALES + OPS
0 members
Staff
LIMITED
0 members
Owner PIN Lock
PIN Protection
Owner
Full access to everything — all modules, settings, financial data
FULL ACCESS
Permissions locked — owner always has full access
Manager
Sales & operations access — can manage leads, team, and view reports
SALES + OPS
22 modules accessible
Staff
Limited to own tasks, attendance, and assigned follow-ups
LIMITED
7 modules accessible
Dashboard
2 modules
Dashboard
Morning Brief
Sales
8 modules
Leads (CRM)
Follow-up
Nurture
Proposals
WA Engine
Smart Reply
Sales Report
Lost Deal Analyzer
Finance
8 modules
Invoice
Expenses
P&L Live
AI CFO
GST Tracker
Tax Calendar
Vendors
Financial Reports
AI Tools
4 modules
Social AI
Brand Vault
Calendar
Predictions
Team OS
8 modules
Team OS
Projects
Goals
Salary
Leaves
SOP Library
Day Planner
Staff Portal
System
12 modules
Health Score
Auto-Pilot
Industry Brain
Vastu Soul
Voice Command
White Label
Integrations
Audit Log
Custom Fields
Access Control
Settings
Alerts
Dashboard
2 modules
Dashboard
Morning Brief
Sales
8 modules
Leads (CRM)
Follow-up
Nurture
Proposals
WA Engine
Smart Reply
Sales Report
Lost Deal Analyzer
Finance
8 modules
Invoice
Expenses
P&L Live
AI CFO
GST Tracker
Tax Calendar
Vendors
Financial Reports
AI Tools
4 modules
Social AI
Brand Vault
Calendar
Predictions
Team OS
8 modules
Team OS
Projects
Goals
Salary
Leaves
SOP Library
Day Planner
Staff Portal
System
12 modules
Health Score
Auto-Pilot
Industry Brain
Vastu Soul
Voice Command
White Label
Integrations
Audit Log
Custom Fields
Access Control
Settings
Alerts
Dashboard
2 modules
Dashboard
Morning Brief
Sales
8 modules
Leads (CRM)
Follow-up
Nurture
Proposals
WA Engine
Smart Reply
Sales Report
Lost Deal Analyzer
Finance
8 modules
Invoice
Expenses
P&L Live
AI CFO
GST Tracker
Tax Calendar
Vendors
Financial Reports
AI Tools
4 modules
Social AI
Brand Vault
Calendar
Predictions
Team OS
8 modules
Team OS
Projects
Goals
Salary
Leaves
SOP Library
Day Planner
Staff Portal
System
12 modules
Health Score
Auto-Pilot
Industry Brain
Vastu Soul
Voice Command
White Label
Integrations
Audit Log
Custom Fields
Access Control
Settings
Alerts
| Module | Manager | Staff |
|---|---|---|
| Dashboard | ||
| Dashboard | ||
| Morning Brief | ||
| Sales | ||
| Leads (CRM) | ||
| Follow-up | ||
| Nurture | ||
| Proposals | ||
| WA Engine | ||
| Smart Reply | ||
| Sales Report | ||
| Lost Deal Analyzer | ||
| Finance | ||
| Invoice | ||
| Expenses | ||
| P&L Live | ||
| AI CFO | ||
| GST Tracker | ||
| Tax Calendar | ||
| Vendors | ||
| Financial Reports | ||
| AI Tools | ||
| Social AI | ||
| Brand Vault | ||
| Calendar | ||
| Predictions | ||
| Team OS | ||
| Team OS | ||
| Projects | ||
| Goals | ||
| Salary | ||
| Leaves | ||
| SOP Library | ||
| Day Planner | ||
| Staff Portal | ||
| System | ||
| Health Score | ||
| Auto-Pilot | ||
| Industry Brain | ||
| Vastu Soul | ||
| Voice Command | ||
| White Label | ||
| Integrations | ||
| Audit Log | ||
| Custom Fields | ||
| Access Control | ||
| Settings | ||
| Alerts | ||
Has access
Restricted
Last saved
All changes auto-save instantly
Security Roadmap
✅
Phase 1
Visual role design & permission matrix
Done
🔐
Phase 2
PIN-based owner lock for sensitive modules
In Progress
📱
Phase 3
Team member login via phone OTP
Q4 2026
🛡️
Phase 4
Full role-based route protection
Q4 2026
Recent Permission Changes
No permission changes yet.
Set Owner PIN
Set a 4-digit PIN to protect sensitive pages like Salary, Settings, and Access Control.