Everyone sees exactly what they should.
Role-based access across every module, with departments, field-level control and a full audit log.
- Replaces
- Shared logins, admin spreadsheets
- Same record as
- Every module
- Built for
- Owners, admins
What it does
Access that fits how you're organized.
Start from a template, then adjust per team.
Roles
Templates for sales, warehouse, service and finance.
Departments
Group people the way your business runs.
Fine-grained
Hide cost and margin from people who don't need it.
Audit log
Every change, by every user.
Where it sits
Part of one deal, start to finish.
Roles & Permissions works across every stage of the deal.
- Request
- Source
- Quote
- Approve
- Order
- Fulfill
- Ship
- Bill
- Book
On the same record
No exports. No syncing. No re-keying.
What feeds Roles & Permissions, and what it hands the record to next.
Feeds in from
Hands off to
“We stopped juggling six portals and a spreadsheet. Quoting, ordering and billing all happen in one place now, and our team sells more because of it.”
$10M+
sold in under a year
More in Foundation
The rest of Foundation, on one record.
Turn on what you need now. The rest is already connected.
See it on your own deals
See Roles & Permissions on your own data.
We'll connect one of your distributor accounts on the call and quote it live against your real pricing. Thirty minutes, no slides.
$10M+sold by A5 IT in under a year on Provizo.sold by A5 IT in under a year on Provizo, 60% above their previous run rate.