Access Control
Give each role the right permissions. Super admins can see and manage page access.
Not everyone needs to see pricing, margins, or customer history. The Cleaner CRM is role-based: you decide which pages and actions each role can reach, and super admins can adjust that map as the team grows.
What it looks like day to day
A quick look at how this shows up in the dashboard. In a walkthrough we run it against your own jobs and data.
What access control covers
Roles, not individuals
Set permissions once per role - owner, manager, office, cleaner - and assign people to roles.
Page-level access
Super admins choose exactly which pages a role can open.
Action-level control
Separate who can view a record from who can edit, delete, or export it.
Least privilege by default
New team members start with a narrow role and are widened deliberately.
Everything is logged
Permission changes and the actions they allow are recorded in the activity log.
Safe offboarding
Disable access in one place when someone leaves.
Four steps
Define roles
Owner, manager, office, cleaner - or your own set.
Map pages and actions
Super admins set what each role can see and do.
Assign people
Put each team member in a role; they inherit its access.
Review
Adjust the map as the team and the business change.
Why it matters
Common questions
Can one person have more than one role?
Is two-factor authentication supported?
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