Admin

Roles & Permissions

5

Configurable RBAC across every enterprise module.

Admin / Managing Director

Full access to all modules, financial audits, profit margins, and employee performance. · 1 active role assignment

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Customers & Leads
Quotations & Pricing
Projects & Sites
Materials & Inventory
Billing & Invoices
Reports & Margins

Project Manager

Milestone execution, design approvals, site engineer assignment, and material dispatch approvals. · 1 active role assignment

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Customers & Leads
Quotations & Pricing
Projects & Sites
Materials & Inventory
Billing & Invoices
Reports & Margins

Operations & Documentation Manager

DISCOM liaison, PM Surya Ghar subsidy tracking, net metering approvals, and document validation. · 1 active role assignment

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Customers & Leads
Quotations & Pricing
Projects & Sites
Materials & Inventory
Billing & Invoices
Reports & Margins

Office Executive

Lead capture, follow-up calls, proposal preparation, customer WhatsApp updates, and payment collection. · 1 active role assignment

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Customers & Leads
Quotations & Pricing
Projects & Sites
Materials & Inventory
Billing & Invoices
Reports & Margins

Site Engineer

Mobile site surveys, daily work logs, material requisitions, and installation milestone checks. · 1 active role assignment

Moduleviewcreateeditdeleteapprove
Customers & Leads
Quotations & Pricing
Projects & Sites
Materials & Inventory
Billing & Invoices
Reports & Margins

Create Role

Define a custom role and its permission matrix