System & Custom Roles
Super Admin
System RoleFull system access with all permissions. Can manage all aspects of the platform including settings and billing.
Admin
System RoleAdministrative access with most permissions. Can manage users, content, and business settings.
Manager
System RoleManage teams and operations. Access to CRM, HR, and reporting modules with limited settings access.
Business Owner
Custom RoleBusiness-level access for owners. Can manage their own business, employees, and view analytics.
Team Lead
Custom RoleTeam-level management access. Can manage team members, assign tasks, and view team reports.
Employee
Custom RoleStandard employee access. Can view assigned tasks, submit reports, and access personal dashboard.
Viewer
System RoleRead-only access across modules. Can view dashboards, reports, and data without modification rights.
Custom Role
Custom RoleTailored role with specific permissions. Configured for specialized business workflows and needs.
Permissions Matrix
| Module / Permission | Super Admin | Admin | Manager | Business Owner | Team Lead | Employee | Viewer | Custom |
|---|---|---|---|---|---|---|---|---|
| Dashboard – View | ||||||||
| User Management – Create/Edit | ||||||||
| User Management – Delete | ||||||||
| Business Management – Full Access | ||||||||
| CRM – Manage Leads | ||||||||
| HR – Payroll Access | ||||||||
| Reports – Export Data | ||||||||
| Settings – System Config | ||||||||
| Billing – Manage Subscriptions | ||||||||
| AI Management – Configure Models |