Staff, roles and security

You add the staff and set their access through a role. Companies cannot see each other’s data, and there are extra safeguards for sessions and passwords.

Try free for 15 days

Who it is for: For businesses where several people work and you want to limit who sees what.

Permission matrix

Per module and action, role by role, you tick view, add, edit, delete and approve.

No invitations, you stay in control

Staff are added only by you, by hand. No invitation emails are sent.

Automatic logout

If nothing is done, the session closes after 2 hours and a warning appears 2 minutes before.

What is in this module?

  • Adding staff

    Name, ID number, phone, email, address, role and temporary password. Deactivating closes access.

  • Roles and permission matrix

    You create your own roles and grant permission by module and action.

  • Owner protection

    The owner role cannot be changed, the last owner cannot be deactivated, and nobody can grant a permission they do not hold.

  • Several companies

    One person can belong to several companies and switch between them.

  • Separation between companies

    Each company’s data is kept apart and other companies cannot see it.

  • Logout when idle

    If nothing is done for a long time a warning appears, and without a response the session closes.

  • Open sessions

    See the devices that are logged in and close any you do not recognise. Changing the password closes other sessions.

  • Password rule

    At least 8 characters with letters, digits and a symbol. The email address is verified.

  • Audit trail

    Important actions are recorded.

Guides on this topic

Frequently asked

How do I add a staff member?

On the Staff page you enter name, email, role and a temporary password. The person sets their own password on first login.

Can one person work in several companies?

Yes. You pick the company at login and can switch from the menu later.

Try it free for 15 days

No card required. Then $5 a month.

Try free for 15 days
Try free for 15 days No card needed