Role
Restricted access.
Swiss specific
Customer and supplier data is protected
Trade software holds customer and supplier addresses, prices and payment information; protecting this data builds trust. The system offers role-based access, an access log, support for deletion and correction requests and a Swiss server option.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Access and log
A salesperson sees only their own customers, accounting sees invoices, the warehouse sees shipments. Critical actions (price change, deletion, export) are logged with user and date so who did what can be traced back.
Data-protection compliance is assessed by the company and its specialist; the software does not guarantee compliance.
Requests and server
When data about a person is requested the records are found in one place; correction or deletion is assessed together with statutory retention duties. Optionally data is hosted on a server in Switzerland and backups stay in the same region.
Server choice and retention periods are set in writing in the contract.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Swiss-specific points
In Switzerland data protection runs under the federal data-protection act and related rules; customers ask where data is kept. The system offers access, logging and hosting options; legal compliance is assessed by the company and its specialist.
Frequently asked questions
Is data kept in Switzerland?
A Swiss server can be chosen as an option; the location is stated in writing in the contract.
Who sees which data?
According to role and permission; access areas are defined together with the company.
Related topics
Roles and log
Roles in trade software: sales, warehouse, accounting, management; permission matrix and audit log. For Switzerland. Quote by e-mail.
Learn moreHosting and backup
Trade software hosting: Swiss server option, daily backups, restore tests and monitoring. Quote by e-mail.
Learn moreCustomers and CRM
Trade CRM software: customer card, contact history, reminders and sales opportunities. For Swiss wholesalers. Quote by e-mail.
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