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All features of the Documents module

Custom user rights

By individually assigning access rights to each of your employees, they will have all necessary work tools at hand and at all times. Of course, you can always edit their access rights manually whenever needed and assign them according to multiple criteria such as their role/position, department, authorisations, and so on. This way, you can leave user rights management to your administrative department in order to keep your sensitive information in safe hands.

Copying user rights

You can speed up the assignment of access rights to users of the same department or team just by setting them up once and applying them to the rest of the users. Of course, you may also modify them afterwards if necessary according to each user's actual tasks.

Different rights for each module

Bloobiz allows you to keep your employees' acess to Bloobiz modules under close control by dividing each module in sub-categories – for instance, access rights to the CRM module are divided into sub-categories such as Campaigns and Business offers (these can of course be assigned individual access rights). Such rights can allow you to or restrict you from viewing, modifying, creating or deleting within the corresponding feature. Or, you can also assign rights according to authorisations in order to set access rights for a whole module at once – e.g. by assigning administrator or basic rights.

Access levels

Assigning access levels allows you to control what your employees can view within specific modules, e.g. invoice types. There are 5 tiers of access levels, with 1 being the lowest and 5 being the highest.

Rights profiles

Creating rights profiles helps you manage your rights even faster by predefining rights configurations (e.g. an HR rights profile) and assigning them more easily – all you have to do is select the corresponding profile in each user account.

Blocking user access

You can block an employee's user accesses when they leave the company or when they're absent for an extended period of time – all you need to do is restrict their access to the seller interface and the company's confidential data, and automatically transfer all the tickets that were initially assigned to them. Of course, you can always restore their user accesses at the touch of a button.

User data

You can also gather your users' data within the same interface, from their usernames to passwords, postal and e-mail addresses, telephone numbers, user groups, and preferred language. Such data is stored in memory and remains editable by its respective users, as opposed to their access rights which can only be edited by administrators.