Organization and Permissions: You Define the Hierarchy and Permissions
Region, city, store or department levels are set up to match your organization. Permissions are granted per unit and cover sub-units.
- Built-In Roles
- Owner, administrator, unit manager, resolution specialist, analyst and viewer roles come ready to use.
- Custom Roles
- Create new roles that fit your needs from 15 permissions.
- Bulk Unit Upload
- Upload hundreds of units with Excel or CSV and update them by code.
Roles and permissions
Everyone Sees Only What They Are Responsible For
Roles are assigned per unit and cover sub-units. The same user can have different roles in different units.
- Separate permission for access to personal data
- Email invitations and role assignment
- Multi-company support with roles per company
Organization structure
Units, Touchpoints and Staff
Multiple structures can be defined, such as a store network and sales regions. Touchpoints indicate where the experience takes place, and staff indicate who delivers the service.
- Unit code, city, address and Google profile link
- List of staff open to evaluation
- Touchpoints such as checkout, service and delivery
Capabilities
- Six built-in roles and custom roles
- Unit-based, hierarchical permissions
- Two-factor authentication and passkeys
- Audit log for all actions
Frequently Asked Questions
Are multi-level structures supported?
You decide the number of levels and their names; you can build a structure as deep as you need, from region down to department.
Can a branch manager see other branches?
Users see only the units and sub-units they are authorized for; they cannot access data from other branches.