Team & permissions
Every role sees exactly what it should.
Twelve ready-made roles, a permission matrix down to the field, branches and teams, attendance with geofenced punches, an accountability score and a staff-exit wizard.
Included on every plan. See pricing
- 01
12 roles ready
Owner to telecaller to channel partner and auditor.
- 02
Field-level rules
Hidden, masked, read or edit — per role.
- 03
Clean exits
Reassign everything and revoke devices in one step.
Team & permissions
Roles and permissions
Resource × action × scope (own, team, branch, all), field rules and export rules, with roles you can clone and edit.
- Owner, Admin, Sales Manager, Team Lead, Sales Agent, Telecaller
- Listing Manager, Site Executive, Accounts, Marketing
- Channel Partner and Auditor
Team & permissions
Branches, teams and hierarchy
Members with branches, teams, reporting managers, languages, specialisations, service localities, capacity and shifts; managers see their tree.
- Working hours and holidays per branch
- Several companies per user with a workspace switcher
- Invitations by link, phone or email
Team & permissions
Attendance and field
Geofenced punches with optional selfies, breaks, offline punches with tamper signals, corrections and a team board with a map — live location only while on duty, with consent.
- Late, half-day and absent on the calendar
- Field report and CSV
- Retention and erasure respected
Team & permissions
Accountability
A nightly accountability score with explained parts, private team ranking and optional rotation eligibility — plus a staff-exit wizard for when someone leaves.
- Reassign leads, tasks, visits, automations and listings
- Revoke devices instantly
- History kept
Questions
Team & permissions, answered.
Can I stop agents exporting leads?
Yes. Exports are a permission with row caps, approvals and watermarks, and bulk exports trigger alerts.
Is attendance mandatory?
No — it’s optional, and you can require a punch-in before the CRM is used.