Member Access Levels & Permissions (Internal & Client)

Would be very helpful to introduce role-based access levels for both internal team members and client-side users, with customisable permissions.

Internal Team/Client

Ability to assign roles with different permissions would greatly improve workflow and security.

Suggested structure:

• Admin

  • Full access to all areas (clients, services, invoices, requests, messages, settings)

• Member (Senior role/Management)

  • Has access to all requests

  • Default access to specific areas (requests, messages)

  • Can be customisable in case of situations of adding a Project Manager, Admin, or Finance employees - which requires different types of access. For example, Project Manager (requests, messages), Admin/Finance (clients, services, invoices, messages, settings).

• Limited Member (PMs/Designers)

  • Can only access requests assigned to them

  • No visibility into other requests only to those assigned to them

  • Assess to specific areas (requests, messages)

For the client side, it would be useful to have a setting that customises the permissions of the “non-Admin” team member. In case the CEO/Main Representative adds their own PM/assistant but that's just a thought