Everyone sees what they need, and nobody approves their own exception.
Permissions follow the screens, each set to no access, read-only or full. Approvals cover purchasing, credit, pricing, returns and the warehouse, each with its own approvers and thresholds.
What is in permissions and approvals.
A matrix that mirrors the screens
Set access screen by screen: none, read or full.
Read means read
Read-only roles can see a screen but cannot change anything on it.
Ready-made roles
Starting roles for sales, purchasing, the warehouse, delivery and accounting, plus your own.
Own customers, own routes
Reps limited to their customers; drivers to their routes.
Approvals where they matter
Approvals for purchasing, credit, pricing, returns and the warehouse.
Thresholds and approvers
Switch each approval on or off, with your own thresholds and approvers.
Approve from the phone
Approvals land in one inbox on the web and in the mobile app.
Maker and checker
Journal entries and inventory true-ups prepared by one person and released by another.
Roles, permissions & approvals works with
See it with your own data.
A working session on your own items, customers and route days. Thirty minutes.
Get a demo