Version 8.3.4

All New Features

Tailored User Permissions

Use custom roles and permissions to tailor your workspace to your unique organizational structure

Feature Highlight

Define Diverse Roles

Grant Precise Permissions

Build Heirarchical Structures

Create a spectrum of roles tailored to your teams and projects

Meticulously control who can access content within projects and tasks

Establish clear lines of responsibility by defining relationships between roles

Teamsuite

m

Johnny Appleseed

Dashboard

Leads

Clients

HR

Work

Contracts

Projects

Tasks

Timesheet

Finance

Products

Orders

Reports

Events

Messages

Notice Board

Settings

Roles & Permissions

Home  •  Settings  •  Roles & Permissions

21

Manage Role

Administrator

4 Member(s)

Administrator permissions cannot be changed

Employee

7 Member(s)

  Permissions

Module

Add

View

Update

Delete

Employees

None

None

None

None

More

Time Logs

Added

Added & Owned

Added

None

More

Attendance

None

Owned

None

None

More

Tasks

Added

Added & Owned

Added

Added

More

Projects

None

Owned

None

None

More

Invoices

None

None

None

None

More

Payments

None

None

None

None

More

Reports

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Settings

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Additional Features

  Safeguard Sensitive Data

  Enhance Security & Compliance

  Prevent Accidental Altercations

Stay ahead of evolving threats with proactive security measures


Set granular permissions to view, edit, or delete sensitive information

 

Mitigate the risk of data breaches with stringent security measures

Empower employees to become active participants in protecting sensitive data

 

Safeguard proprietary information from unauthorized access

 

Facilitate knowledge sharing without compromising data integrity

Shield your work from accidental errors and keep your information accurate

 

Reduce unintended changes by limiting editing and deletion permissions

 

Avoid the need to fix unintended change and improve efficiency

  Module-Specific Permissions

  Granular Permissions

  Customer Access

Team members have access to the right tools and only the tools they need

 

Shield confidential financial data or HR records to authorized individuals

 

Team members work independently within their designated roles

Ensure you team has access to the information they need

 

Define who can view, edit, create, or delete content within projects & tasks

 

Foster positive customer relationships and reduce late payments

Build a stronger customer relationship with their own dedicated access

 

Customers can access information about their project, product, or service

 

Create customer profiles where clients can request support & feedback

Easier Business Management

The simplest and most powerful way to collaborate with your team.

Learn More