Basic Information
Granular Access Control (RBAC)
Select which modules this employee can access within the tenant workspace.
CRM Access
View and edit contacts, notes, and leads.
Accounting Data
Access P&L reports, invoices, and tax filings.
Marketing Campaigns
Create and dispatch email/SMS mass campaigns.
Form Builder
Create HR templates and view Form submissions.
Calendar Management
View schedules and assign staff to bookings.