User Roles & Permissions

The platform supports a role-based access control system with three primary roles.

Owner

The owner is the first user who signs up. They have unrestricted access to every module including:

All dashboard features and settings
User management (invite, approve, deactivate)
Financial data (salaries, commissions, expenses)
System configuration and integrations
Danger-zone operations (data export, reset)

Admin

Admins are promoted by the owner and have broad access:

Manage content, projects, and CRM leads
View and manage HR features (leave, reviews)
Access most financial reports
Cannot change system-level settings or manage other admins

User (Employee)

Standard users see a scoped view of the platform:

View assigned tasks and projects
Submit leave requests and view own salary
Participate in chat and view notifications
Cannot access admin panels, financial summaries, or user management

Approval Workflow

New users who sign up must be approved by an owner or admin before gaining access. Until approved, they see a “Pending Approval” screen. This prevents unauthorized access to your business data.