Admin Access Management
Role Presets
Presets make setup easy. Admin can still override modules, actions and financial visibility for each login.
Recommended Presets
Safe defaults
Super AdminEverything
Backend ExecutiveCases + Tasks · Finance OFF
Backend ManagerTeam Cases + Review
Marketing / SalesLeads + Customers + Follow-up
FinanceInvoice + Payment + Reports
Partner AdminOwn CRM + Own Commission
Branch ManagerBranch Scope · Admin-configured Finance
Important Separation
Same role can still have different rights
Website CMS
Default: only content/admin users
Invoice Amount
Default: hidden from backend operations
Partner Commission
Partner can see only own commission
Branch Invoice Rights
Draft / Approve / Payment each separate
Example Module Matrix
Default only — final access is editable per user/organization
| Module / Data | Admin | Backend | Partner | Branch |
|---|---|---|---|---|
| Lead CRM | ✓ | — | Own | Own Branch |
| Customer Master | ✓ | Assigned | Own | Own Branch |
| Service Cases | ✓ | Assigned | Own/Public Status | Own Branch |
| Invoice Amount | ✓ | — | — by default | Optional |
| Payments | ✓ | — | — | Optional |
| Commission | All | — | Own | Optional |
| Website CMS | ✓ | — | — | — by default |
| Users / Settings | ✓ | — | — | — |