Empower Your Team with Smart Access Control
Manage roles, permissions, and team visibility across your CA firm. From granular module-level access to transparent self-rights — every team member knows exactly what they can do.
Everything You Need to Manage Your Team
Purpose-built team management for CA and tax practitioners. Granular permissions that generic tools like Slack or Asana simply cannot offer.
User Roles & Onboarding
Add team members via email invitation and assign one of three default roles: Admin, Manager, or Employee. Each user gets a unique color (50+ options) for visual identification across calendars and dashboards. Change roles anytime with immediate effect.
- Add team members via email invitation
- Three default roles: Admin, Manager, Employee
- 50+ color assignments for visual identification
- Change roles anytime with immediate effect
- Streamlined onboarding flow
Granular Permission System
Control access at the module level — Tasks, Clients, Reports, Attendance, Fees Tracking. Each module has independent permissions for view, create, edit, and delete. Task and client modules have additional fine-grained controls for status changes, assignments, imports, and exports.
- Module-level access: Tasks, Clients, Reports, Attendance, Fees
- Independent permissions: view, create, edit, delete
- Task-specific: status change, assign, category & type management
- Client-specific: deactivate, import, export permissions
- Fine-grained control without complexity
Default Permission Templates
Start with pre-configured permission templates for each role. Admin gets full access, Manager gets moderate access, and Employee gets limited access. Customize these defaults before adding users — perfect for multi-department teams that need periodic review.
- Pre-configured templates per role
- Admin = Full, Manager = Moderate, Employee = Limited
- Customize defaults before adding users
- Example: Admin gets full messaging, Employee gets none
- Review and adjust monthly for evolving teams
View Scope Controls
Admins see all tasks and data across the entire firm. Managers and Employees see only their assigned tasks — configurable per your firm's access policy. This prevents data leakage between teams and keeps everyone focused on their own work.
- Admins see all tasks and data firm-wide
- Managers/Employees see only assigned tasks
- Configurable per firm's access policy
- Prevents data leakage between teams
- Role-based data visibility
User Monitoring & Status
Activate or deactivate users without deleting them — all historical data (tasks, time entries, comments) is preserved. Reactivate users anytime. Track action history including task creation, status changes, assignments, and comments across the firm.
- Activate/deactivate without deletion
- Historical data preserved on deactivation
- Reactivate users anytime
- Action history: task creation, status changes, assignments
- Complete audit trail per user
Self Rights & Transparency
Every user gets a read-only Self Rights page showing exactly what they can and cannot do. Locked actions display a lock icon with an 'Access Denied' message. No confusion, no guesswork — complete transparency about authorization levels across the firm.
- Read-only Self Rights page per user
- Users see exactly what they can and cannot do
- Lock icon with 'Access Denied' for restricted actions
- No confusion about authorization levels
- Builds trust and reduces support requests
viewOtherUserDetails Permission
Control whether team members can see other users' information. When enabled, they see full details — email, mobile, and role. When disabled, only names are visible and all other fields are blank. Super Admins always have full visibility.
- Controls visibility of other users' information
- Enabled: Full details (email, mobile, role)
- Disabled: Names only, other fields blank
- Super Admins always see full details
- Protects team member privacy
Team Communication & Notifications
Users receive notifications for task assignments, status changes, and team updates. Mute notifications by module or type to reduce noise. Email and WhatsApp messaging rights are controlled separately — only authorized users can send bulk messages or manage templates.
- Notifications for assignments, status changes, updates
- Mute by module or notification type
- Email/WhatsApp messaging rights control
- Only authorized users send bulk messages
- Template & automation management access control
Three Roles, Infinite Control
Start with sensible defaults and customize as your team grows. Every permission is adjustable per user.
Complete control over all modules, settings, and team management
- All modules
- User management
- Billing & settings
- Bulk messaging
- Reports & exports
Task oversight, client management, and team coordination
- Task management
- Client access
- Team view
- Reports (limited)
- Attendance tracking
Own tasks, assigned clients, and personal attendance
- Assigned tasks only
- Assigned clients only
- Own attendance
- Task comments
- Document upload
Module-Level Permission Matrix
Every module has independent action-level permissions. Control exactly who can view, create, edit, or delete — down to individual actions.
Each cell is independently configurable per user. The matrix above shows a typical Manager-level setup.
Who Sees What
Data visibility is role-aware. Each role sees only what they need — nothing more, nothing less.
Admin
Sees all tasks, all clients, all reports across the entire firm. Full data visibility.
- All tasks (every team member)
- All clients & contacts
- All reports & exports
- Team management & billing
Manager
Sees assigned tasks and team members' tasks. Client access as configured.
- Own tasks + team tasks
- Assigned clients
- Team reports
- Attendance overview
Employee
Sees only their own assigned tasks and clients. Personal attendance and time entries.
- Own assigned tasks only
- Own assigned clients only
- Personal attendance
- Own comments & uploads
Complete Transparency for Every User
No guesswork. Every team member sees their exact permissions on a dedicated Self Rights page — reducing confusion and support requests.
Read-Only Rights Page
Each user has a dedicated page showing all their permissions in a clear, visual format. No editing — just clarity.
Visual Lock Indicators
Restricted actions show a lock icon with 'Access Denied' — so users know immediately without trial and error.
Zero Ambiguity
No confusion about what's allowed. Users stop asking admins 'can I do X?' — they can check themselves.
Fewer Support Requests
Transparency reduces internal support tickets by making authorization levels self-discoverable.
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