Access & permissions

Admin Tools

Granular, permission-based access per staff member, plus company details and the organisation’s role and relationship structure. Define your role hierarchy once and an org chart is generated automatically.

User Permissions

Control exactly what each staff member can access across the system.

Add Users

Bring new staff members into the system.

Edit Users

Update staff details and access levels.

Relationships / Role Editor

Define roles and reporting relationships — the org chart is generated automatically.

Company Editor

Manage your organisation's core details.

Why it matters

Built for clear permissions and organisational structure

Granular staff permissions

Control exactly what each staff member can see and do across every tool area — no all-or-nothing access.

Automatic org chart

Set up your role hierarchy and reporting relationships once. The system generates a clear organisational chart from that structure.

Simple user management

Add new staff, update details, and adjust access levels without complicated setup or separate systems.

Company details in one place

Keep your organisation’s core information current and accessible to the people who need it.

Accountability

Every permission change is logged against the admin who made it.

Common questions

Admin Tools FAQ

How does the org chart work?

When you define roles and reporting relationships, the system automatically generates an organisational chart from that hierarchy. No separate chart to maintain.

Can we control access at a detailed level?

Yes. Permissions are granular. You decide exactly which tools and actions each staff member can access based on their role.

Is every permission change recorded?

Yes. Every change to a staff member’s permissions is logged against the admin who made it, creating a clear audit trail.

Can we manage company details here as well?

Yes. Core organisation details are managed in the same place as users, roles and permissions.

How do we add or update staff?

You can add new users, edit existing staff details, and adjust their access levels directly from Admin Tools.

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