Separate platform and company
Platform provisioning and company business data are different responsibilities. Support access is explicitly authorized and audited.
FieldPro practical guide
Company roles, branch scope and sensitive information.
Use the company structure to define responsibility without exposing every record to every administrator.
Assign granular rights
Define view, create, edit, approve, delete, export and manage rights according to the actual job.
Scope branch and department records
Configurable region, branch and sales responsibilities determine which records and handoffs a person should access.
Protect private employee information
General staff directory information should be separate from salary and restricted HR fields.
Related modules
Start with your businessMap your teams.
Map your teams.
Connect your workflow.
Explore the departments and handoffs that match your operation, then prepare a product enquiry around your company structure.