Inspect what they have now
See the effective access of a real person, module by module, before you touch anything.
CRM & SALES
CRM / MembersSales PipelinePublic Business ProfileWeb Forms & BookingSugar AssistantQUOTES & DOCUMENTS
EstimatesProposalsClient PortalINVOICING & PAYMENTS
Invoices & PaymentsPayment LinksSales ReceiptsSCHEDULING & COMMUNICATIONS
Job SchedulingCommunicationsMileage TrackerACCOUNTING & REPORTING
AccountingReports & ExportsOnline Store SyncSmall Claims & CollectionsTEAM & PEOPLE
Team & PermissionsEmployee RecordsSubcontractorsLOCATIONS & SECURITY
Multi-LocationCorporate AccountsSecure VaultSecurity & AccessBY INDUSTRY
Janitorial & CleaningIT & Low VoltageConstruction & GCAuto & MechanicTrades (HVAC, Plumbing, Electric)BY REGION
Mexico & CFDI 4.0TEAM & PERMISSIONS
Access should not be all-or-nothing. SUITE grants permission per module and per action, so a crew member can do their job without being able to open your accounting.
WHAT YOU GET
HOW A CHANGE IS APPLIED
See the effective access of a real person, module by module, before you touch anything.
Gained, lost and changed are listed explicitly, and a significant reduction or escalation is flagged.
Every profile change is written to an audit log with who did it and when.
Each profile explains itself in a sentence you can read to a new hire, generated from the actual grants rather than written by hand.
The built-in roles cannot be edited out from under you; your own profiles are yours to change.
A technician can be told about a job without being given access to the inbox it came from.
COMMON QUESTIONS
Yes. Permission is granted per module and per action, so a technician can be given jobs and members without accounting, invoices or the inbox.
That the person sees the records they are responsible for rather than everything in the module — useful for a sales rep who should work their own pipeline and not the whole company's.
Yes. A Change Preview lists exactly what the person gains and loses, and flags a significant reduction or escalation, before anything is saved.