Module · Roles and permissions
4 featuresGroup: Team and resultsQuestions: 3
The problem
Why this hurts
Most systems offer three roles, so the bookkeeper gets the client database and the trainee sees colleagues' commissions. Or the opposite: someone cannot get into the place they work in every day.
What it does
What Roles and permissions does
Eight titles from a real agency
From CEO to trainee, including the office assistant and bookkeeping. Each set of access matches what that person actually does.
Katarzyna Zielińska
Bookkeeping · sees the whole agency
The bookkeeper settles commissions and invoices and never sees the client database.
An exception for one person
Should the coordinator see invoices after all? You switch that one module on for them, without promoting them to director.
Data scope set separately
Their own records, their team, or the whole agency, independently of which modules they can open.
Hidden contact details
A client's number is visible to their own agent. It works on record pages and in pickers too, not only in lists.
Who it is for
For agencies with a real structure, and for those employing bookkeeping or an assistant part-time.
Questions
Before you ask
The questions that come up about this module on the first call.
Do I have to use all eight job titles?
No. A small agency is fine with a CEO and agents. The rest wait for the moment a bookkeeper or an assistant appears.
Can I make an exception for one person?
Yes, that is the heart of this module. You switch a single module on or off for one person without changing their job title. Exceptions are flagged, so six months later you can still tell what was changed by hand.
Can the CEO's access be restricted?
No, and that is deliberate. If it could be, an agency could end up with nobody able to get into settings and undo it.
The rest of the system
Team and results
What the team does, what it delivers and who can see what.
Goals and pipeline
The annual target, broken down into what the agent does today
Owner dashboard
For the first time, you see the agency in numbers
Owner reports
Agency results without asking anyone for a summary
AI Coach
Agents rehearse the hard conversations on AI, not on your clients
Technique library
Conversation techniques and scripts you can practise right away
Team chat
Office conversations stay in the office
Leave and cover
An agent on holiday, clients still served
See it on your own data
A 30-minute call. I will show what roles and permissions would look like in your agency, on your clients and your commission model.