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ROLE & ACCESS

Role & Access Control designed for growing teams

Turn role & access control records, decisions and follow-up into a workspace the team can use and review.

Add Role & Access Control to my plan
ROLE & ACCESS CONTROL WORKSPACELIVE PREVIEW
TODAY'S WORK

Role & Access Control

1
Admin RoleFull system access role with all read/write/config permissions.
NEEDS REVIEW
2
Manager RoleScoped role limited to own team or department data.
ON TRACK
3
Viewer RoleRead-only role for observers or auditors.
ON TRACK
BEFORE THE SYSTEM

The work may look like this today

01

Shared links expose more information than each role needs.

02

Sensitive documents have no record-level permission.

03

Access is not removed consistently when roles change.

04

Audit questions require searching across tools and messages.

FEATURE CATALOGUE

6 capabilities to choose from

Start with essential capabilities, then see which subscription tier includes each one.

FEATURE 01

Admin Role

Full system access role with all read/write/config permissions.

Simple
FEATURE 02

Manager Role

Scoped role limited to own team or department data.

Simple
FEATURE 03

Viewer Role

Read-only role for observers or auditors.

Simple
FEATURE 04

Approval Permission

Grants or restricts approval authority per role.

Medium
FeatureAvailabilityOnboardingIncluded in
Admin RoleSubscriptionConfigured with your teamStarter · Growth · Scale · Custom
Manager RoleSubscriptionConfigured with your teamGrowth · Scale · Custom
Viewer RoleSubscriptionConfigured with your teamStarter · Growth · Scale · Custom
Approval PermissionSubscriptionConfigured with your teamGrowth · Scale · Custom
Module-level AccessSubscriptionConfigured with your teamGrowth · Scale · Custom
Document Access ControlSubscriptionConfigured with your teamScale · Custom
MODULE WORKFLOW

How Role & Access Control works

01

Create one reliable record

Bring the information required by role & access control into a clear shared structure.

02

Route the work

Assign owners, rules, reminders and evidence to each step.

03

Review and improve

Track status, decisions and exceptions before expanding the scope.

BUILT FOR THAI OPERATIONS

Configured for Thai operating requirements

Law, tax rules and filing formats can change. The implementation confirms the policy year and current process before go-live.

  • Separate HR, finance, manager and viewer permissions.
  • Keep service credentials out of client-side code.
  • Record changes to sensitive records and documents.
  • Review and remove access as people change roles.
MODULE FAQ

Questions before choosing this module

Can we start with only part of Role & Access Control?

Yes. The builder helps you define a small first phase and add capabilities later.

Can existing spreadsheet data be migrated?

Yes. Field mapping, cleanup and migration volume are confirmed during discovery.

Will it work on mobile?

Core requests, approvals and record views are designed to work in a responsive browser.

Is the live subscription price final?

It is server-verified for the selected headcount, billing cycle and add-ons. A consultant confirms migration exceptions before activation.

BUILD YOUR FIRST PHASE

Add Role & Access Control to your subscription

Choose the capabilities you need and see a monthly price without creating an account.

Start in the builder