Platform
Team roles & permissions
Decide exactly who can see, edit, approve, and export every record type, from one permission grid. Sales, managers, directors, finance, and brokers each get the access their job needs and nothing more.
Access that mirrors your org chart
Role library
Ship with sales, manager, director, CEO, finance, and broker roles, each carrying a hierarchy level. Add custom roles when your structure needs them.
Permission grid
Every action on every record type is a cell in one grid: view, create, edit, approve, delete, export. Change a cell and it applies everywhere, immediately.
Approval matrix
Approval rights follow role level, so a discount or deal above one level’s authority climbs to the next. Sign-off authority is a rule, not a habit.
Ownership scoping
Agents see the records they own or created; managers see their team’s. Scoping is enforced on the server for every request, not hidden in the UI.
Multi-company context
Run several companies under one account. Users switch context and see only that company’s data, with consolidated reporting for the roles allowed to look across.
Grid import & export
Export the whole permission grid to review it offline or hand it to an auditor, and import it back to apply changes in bulk.
Get started
Ready to make access an actual policy?
One grid decides who can do what, and the server enforces it.