TEAM & PERMISSIONS

Everyone sees their work. Nobody sees your books.

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

Permission per module, per action — not one blunt switch.

Seven ready-made roles: Owner, Admin, Office Manager, Technician, Sales Rep, Bookkeeper and Read-Only
Build your own profile by cloning any of them and adjusting module by module
Scope a module to everything, to a person's own records, or to nothing at all
Lock a team member to a single location so they cannot reach another branch
A Change Preview shows exactly what a person gains and loses before you confirm it
Assign many people at once, atomically — the whole batch applies or none of it does

HOW A CHANGE IS APPLIED

01

Inspect what they have now

See the effective access of a real person, module by module, before you touch anything.

02

Preview the difference

Gained, lost and changed are listed explicitly, and a significant reduction or escalation is flagged.

03

Confirm, and it is recorded

Every profile change is written to an audit log with who did it and when.

01

Plain-language summaries

Each profile explains itself in a sentence you can read to a new hire, generated from the actual grants rather than written by hand.

02

System profiles are protected

The built-in roles cannot be edited out from under you; your own profiles are yours to change.

03

Notifications are separate

A technician can be told about a job without being given access to the inbox it came from.

COMMON QUESTIONS

Can I stop a technician from seeing revenue?

Yes. Permission is granted per module and per action, so a technician can be given jobs and members without accounting, invoices or the inbox.

What does 'own records only' mean?

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.

Will I know what a role change actually does before I apply it?

Yes. A Change Preview lists exactly what the person gains and loses, and flags a significant reduction or escalation, before anything is saved.

Employee Records Subcontractors Multi-Location Security & Access

From $29.99/mo — all features included.

$29.99/mo