Give each person the modules and the offices they need and nothing more, with per-module permission levels and office scoping built for multi-office restoration franchises.
Platform roles plus per-module permission levels, scoped by office, so people see exactly what they should.
Per-module access and multi-office scoping, and what they connect to.
On top of the platform role, each person gets a permission level per module, from none to admin, so a field tech can update jobs without touching payroll, and accounting can run the books without editing marketing. Access maps to the job, not to one blunt on/off switch.
Scope users to the offices they work, so a Tulsa manager sees Tulsa and a regional owner sees everything. Multi-office franchises run each location cleanly under one organization, without spinning up separate systems.
What changes when access maps to the role and the office.
A multi-office operation needs each location scoped to its own people, with ownership able to see across all of them.
A tech, an estimator, and a bookkeeper need very different access. Per-module levels fit the role instead of a single blunt switch.
People get exactly the modules and offices they need, so sensitive data like payroll and financials stays with the people who own it.
Role and permission changes are captured in the audit trail, so who granted what and when is never a mystery.
Roles and per-module permissions gate every module across every office.
Yes. On top of the platform role, each person gets a permission level per module, from none to admin, so access maps to the job instead of an all-or-nothing switch.
Yes. Users are scoped to the offices they work, while owners and admins see across every office, all under one organization.
Organization admins manage roles and access, and every change is captured in the audit trail.
Only if you scope them to it. By default people see the offices they are assigned to, and nothing more.
About an hour with a restoration specialist. We'll map roles and offices to the way your team is structured.
