Admin Access Management
Users, Partners & Branch Access
Admin creates each login and decides exactly which modules, data and actions that profile can use.
Core rule: “Role” is only a starting preset. Final access = Organization + Role + Service Access + Record Scope + Module Permissions + Financial Visibility.
UGNA Internal Users
28
Marketing, backend, finance
Backend Users
14
Service permissions vary
Branch Logins
18
8 branches
Partner Logins
16
38 organizations
Access Profiles
Examples showing different dashboards for different users
| User | Type / Organization | Role | Visible Modules | Financial Visibility | Scope | Access |
|---|---|---|---|---|---|---|
AK Arun KumarSuper Admin | UGNA Head Office | Super Admin | All modules | Full | All UGNA | Edit |
| Amit SinghBackend Executive | UGNA · Backend Team | Backend Executive | Customers, Cases, Tasks | Hidden | Assigned cases only | Edit |
| Rajesh MehtaPartner Admin | ABC Consultants · Partner | Partner Admin | Leads, Customers, Cases, Commission | Own commission only | ABC Consultants only | Edit |
| Neha SharmaBranch Manager | Faridabad · Branch | Branch Manager | CRM, Cases, Tasks, Invoice Draft, Reports | Branch summary | Faridabad branch only | Edit |
How Admin Access Works
Simple 6-step setup, advanced rights only when required
1
User TypeBackend / Partner / Branch
2
Role PresetStart from sensible defaults
3
Service AccessLoan, GST, consulting etc.
4
Record ScopeAssigned / team / branch / organization
5
Module RightsLead, case, invoice, CMS etc.
6
Data VisibilityAmounts, commission, margin, export