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Role based access

Two roles apply company wide, with finer control available per table or dashboard.

Every member is either a company admin or an operator. An individual table or dashboard can also carry its own admin, editor, or viewer permissions.

  1. 01

    Check who is admin and who is a member

    Open Admin, Members to see everyone in the company alongside their role.

    Admin > Members

    AR

    Amelia Reid

    amelia@northgate.com.au

    OwnerAdmin · Partner
    PS

    Priya Sharma

    priya@northgate.com.au

    Admin
    JF

    Jono Ferreira

    jono@northgate.com.au

    Operator · Supervisor
    TO

    Tom Okafor

    tom@northgate.com.au

    Operator

    A custom role sits alongside the system role, never replacing it

  2. 02

    Set who can see a new project by default

    Under Admin, Permissions, choose whether a new record is visible to all company members, specific teams, specific members, or specific custom roles.

    Admin > Permissions

    Default project access

    When a new project is created, who can see it by default?

    All company members

    Anyone in the company can open it.

    Specific teams only

    Only members of the teams you tick.

    Specific members only

    Only the people you tick.

    Specific custom roles only

    Only holders of the roles you tick.

    Teams, tick to include

    Conveyancing
    Litigation

    The default a new record starts with

  3. 03

    Lock down one table or dashboard, when needed

    An individual table or dashboard can carry its own admin, editor, or viewer permissions, separate from a member's company wide role.

    Manage access

    Access to "Trust Transactions"

    Everyone in the company can see this list. You can add people, teams, or custom roles and change roles below.

    Amelia ReidAdmin
    PartnerRoleEditor
    ConveyancingTeamViewer
    Add a person, team, or custom role...

    Set per table or per dashboard, independent of a member's company role