Role-Based Access & Permissions Matrix

Super Admin System Root

Full unrestricted access across all modules, configuration, financials & system users.

Project Manager

Manage projects, teams, milestone progress, and allocate field technician assignments.

Sales Representative

Manage CRM leads, create quotations, follow-up logs, and track order conversions.

Warehouse Manager

Inward GRN material receipts, allocate inventory to projects, and generate dispatch notes.

Field Technician

Submit photo proof & GPS geotag installation records, inspect site complaints.

Contractor / Partner

Access contractor portal to view linked project dispatch notes & payment status.

Accounts Officer

Record customer collections, payments, invoices, and review project margin financials.