In the platform, you can assign certain roles to each user. You can assign the standard roles such as ‘manager’, ‘pilot’, ‘observer’ to ensure that only managers, for example, get to see the clients you are working with. You can also customize these roles according to your company’s needs. The possibilities are endless. You could, for example, create the role of an ‘invoicing manager’, who would only have access to the invoicing and quoting system.
