Role
Sales, warehouse, accounting.
Spanish specific
Everyone sees only their work, every action is logged
In trade, sales, warehouse, accounting and management use the same system but should not have the same permissions. The system defines roles and a permission matrix, can require approval for sensitive actions and logs all changes with user, date and old and new value.
- English and community languages
- Stripe and EUR
- Roles and audit log
Roles and permissions
Sales, warehouse, accounting and management roles come ready and can be adapted to the firm. Actions such as price, discount, deletion and export are switched on or off per field; discounts above a set amount can also require manager approval.
The permission structure is set up at project start according to the company’s organisation.
Audit log
Every change is recorded with user, time and old and new value; the history of a quote, price or invoice can be reviewed afterwards. Records cannot be deleted by users and can be exported.
Log retention periods and rules are determined by the company and its specialist.
Your benefits
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.
Spanish-specific points
In Spain SMEs work with small teams and one person may take several roles. The system supports assigning several roles to one user; assessment of record-keeping and retention duties belongs to the company and its specialist.
Frequently asked questions
Can a user have several roles?
Yes; permissions work as the combination of the roles.
Can the audit log be switched off?
Logging of critical actions cannot be switched off by users.
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