Security & control
Your role decides what you see.
Who sees a lead, who moves money, who deletes. Your role decides, on every screen and every request.
Every new screen starts private.
It stays private until someone deliberately opens it.
Your records are yours alone.
Each company’s leads, deals and campaigns are kept apart. No other company can reach them.
A role sees its own work.
The menu, the page and the numbers all obey the same rule.
86 checks before any release.
A release stops if a security rule quietly changes.
Roles
Seven roles, from broker to owner.
Each role sees its own work and no further. The menu, the page and the numbers obey the same rule.
Who sees whatLeads
A lead stays with its agent.
A fresh lead stays with the agent it was assigned to. A worked lead stays for good.
Only the owner deletes.
Everyone else archives. Every attempt goes on the record, allowed or refused.
Next
The architecture
Fifteen agents, what each one may do, and what the system refuses.