Director / General Manager
197 permissions
Director/General Manager — access to all operational modules
Template library
Role templates
85 roles modelled on real job titles — chief accountant, storekeeper, sales manager, field technician… — each a permission set with maker/approver separation built in. Assign and go.
- Settings → Roles → Role templates
Example templates
Accountant
78 permissions
Accountant — day-to-day accounting, reconciliation, and financial reporting
Sales Manager
112 permissions
Sales Manager — full CRM and sales pipeline management including commissions
HR Manager
144 permissions
HR Manager — HR module with full control over employees & recruitment
Field Technician
22 permissions
Field Technician — execute assigned field jobs and submit completion reports
Project Manager
71 permissions
Project Manager — full project and task lifecycle management
Production Planner
52 permissions
Production Planner — MPS, MRP runs, draft work orders and purchase requisitions, scheduling
Rather not pick yourself?
Guided setup in 28 apps asks a few questions about your size, industry and way of working, then proposes matching templates and configuration. You preview every change and click apply yourself — the assistant never writes data on its own.
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