Configurable permissions for every staff member

Yes. On the technician’s Permissions tab, turn on “Only jobs assigned to this employee”. The same switch exists for tasks, leads, pickups and drops, AMC and rentals.

You can customize permissions by defining roles and assigning them to employees. For example, you can restrict access to financial data or limit task creation to managers only.

A shared login can’t show who changed a job, and locking one person out means changing the password for everyone. In BytePhase each person signs in with their own login on the web or the Android and iOS apps, and a job’s history shows who changed it and when. When someone leaves, deactivate their login: they are signed out straight away and their history stays. Role-based access goes past cashier and manager levels too, with rights per module and for sensitive actions such as customer contact details, and a technician can be limited to the jobs, AMC contracts and rentals assigned to them.

Yes. On that person’s Permissions tab, switch off Customers › Contact details. Without it, phone numbers and addresses are partly hidden for them and the WhatsApp and SMS buttons on a customer stay off. It is marked with a shield as a sensitive right, and only an Admin can change it.

Yes. You can require two-step login for all staff. At their next sign-in each person sets up an authenticator app such as Google Authenticator, Microsoft Authenticator or Authy, then types a 6-digit code after the password.

This feature allows administrators to assign specific access levels to employees, ensuring that sensitive information and critical functions are accessible only to authorized users.

Yes. On the Permissions tab, click Copy from employee, pick the colleague and click Copy permissions. Check the switches, then click Save permissions. Nothing changes until you save, and Undo last reverses your latest change before that. You can also copy rights while you add a new staff member.

Yes. Staff sign in to the Android or iOS app with their own login. Their role sets the first screen and bottom-bar buttons, for example a technician opens on Jobs and an admin on the Dashboard, and their rights decide what else they can open. An area you switch off stays out of their menu.

Yes, BytePhase CRM enables you to set permissions for individual features or modules, such as repair tickets, inventory, or customer profiles, ensuring precise control over user access.

Yes, administrators can update or refine permissions as employees’ roles or responsibilities change, ensuring that access rights remain aligned with job functions and organizational needs.

By limiting access to sensitive data and critical functions, the Configurable Permissions feature minimizes the risk of unauthorized actions or data breaches, ensuring a secure operating environment.