Control
How Gigoo handles roles and permissions
Five ready-made roles: everyone sees only what their job needs. On top of the role, the Owner turns on the permissions each person may have.
The five roles
- Owner: everything, including settings, users and roles.
- Operations: CRM and all of Operations: sales, purchase and the warehouse.
- Sales: CRM and the sales menus, for their own customers.
- Accounts: Finance, with read access to Operations for invoices, bills and balances.
- Store: the warehouse: goods received, delivery notes, returns, stock counts and damage.
Permissions on top of the role
- See costs and margins: costs and margins only for the people you choose.
- Approve LPOs over the approval amount, Override credit limit and Approve discounts: each logged on the document.
- See all sales: all customers and orders, instead of the user's own.
- Management dashboards: the management overview.
Controls built in
- Credit notes are made from the return, or by Accounts or the Owner.
- Document numbers can't be edited or reused.
- Stock changes only through recorded adjustments.
- A confirmation before anything posts to your accounts (on by default).
Questions
Can a user have more than one role?
No. Every user has one role, and the Owner adds the permissions they need on top.
Who adds users and changes roles?
Only the Owner.
Can Sales staff see other salespeople's customers?
Only with the permission See all sales.