Name, contact, designation and manager; separate permission for web and mobile sign-in; two-factor sign-in; sign-in allowed in the field, at the office or at home near a saved location.
What you may open
Each role is given its menus and its branches.
What you must do
Each workflow step is owned by a role, a person, a shared queue or a person chosen in the form. Preparing and approving can be given to different roles.
What you may touch
Each section or field is editable, read-only or hidden at each step, and can change with the data. The server enforces the same rules.
Concentric rings — user, role, workflow step, field — with a case file in the centre.One credit memo as seen by three different roles.A phone allowed to sign in inside a circle around the branch, refused outside.
Example · Customer Loan Origination
The loan example uses nine roles — from field sales officer to regional credit head — each with its own menus, branches and access at every stage.