Products · Role Workspaces

Everyone sees exactly what they should.

Sales agents, managers, backoffice, operations, and finance each get their own workspace — the modules, queues, and actions they own, scoped by desk, team, and region.

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5+role workspaces out of the box

3 scopesdesk, team, and region on every view

0over-permissioned accounts

Capabilities

Permission is the product.

Scopes follow desk, team, and region — and every view, export, and approval inherits them.

Workspace per role

Each role opens to its own day at a glance: KPIs, Priority Actions, and only the modules it works in.

Sales, Backoffice, Operations, Finance

Custom roles on Enterprise

Granular permissions

Toggle-level control: view desk leads, reassign, approve discounts, process withdrawals, edit KYC decisions.

Preview as any user

Change history on every role

Scoped everything

A desk manager sees their desk. A regional head sees their region. Exports and reports inherit the same boundaries automatically.

Scope: desk / team / region

Applies to search and exports too

We stopped worrying about what a new hire can see on day one. The role defines it, the scope enforces it, and the audit log proves it.

Rania SaadHead of Operations (mock)

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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