Role & Permission System Complete Control. Total Confidence.
Better Sales Pro gives you granular control over who can access what. Protect your data, streamline operations, and stay compliant with enterprise-grade role and permission management.
- Granular access at every level
- Secure by design, built for scale
- Easy to manage, simple to audit
- Built for teams, departments, and partners
Access Overview
Role distribution
Permission summary
Recent activity
Top restricted modules
Granular permissions at every level
Control access across every part of your organization.
Staff level
Set access based on hierarchy and seniority levels.
Role templates
Use predefined roles or create custom roles in seconds.
Department permissions
Control module access based on department structure.
Field-level permissions
Restrict access to specific fields and data within modules.
Record-level permissions
Allow access to owned, team, department, or all records.
Branch/location permissions
Restrict access based on branch, location, or business unit.
Portal permissions
Define what vendors and clients can see and do.
Team visibility
Show data based on team membership and reporting lines.
Approval permissions
Set who can approve requests, expenses, deals, and more.
Device restrictions
Limit access by IP address or trusted devices.
SSO restrictions
Enforce single sign-on and restrict local logins.
Audit logs
Track every access change with detailed reports.
Client portal login & permissions
Give your clients secure access to their data through a personalized portal with controlled permissions.
- Secure login for clients
- Custom access based on permissions
- View only what is relevant
- Real-time data with full security
Security you can rely on
Control access. Protect what matters.
Better Sales Pro helps you manage permissions with precision and confidence.
- Granular control at every level
- Stronger security and compliance
- Complete visibility and auditability
- Built for growing businesses