Users, Roles & Permissions
Staff users, roles, and permission management.
Suprata ships with a small set of seed roles meant to cover common service-business shapes. Here's what each one is for, the permissions it grants, and when it's the right pick.
Custom roles are powerful but easy to overuse. Three signals tell you when a custom role is the right answer, and the cloning pattern that keeps your role catalog manageable.
Tell Suprata what kind of business you are, then give each role the right home screen: a default dashboard, optional ones its people can switch to, and widgets switched off where you don't want them. Change a dashboard f...
Field techs need just enough access to do their work — and not access to pricing, customer payment data, or other techs' jobs. Here's the right permission set, the device considerations, and the safety practices.
A tour of the major permissions in Suprata: what each one actually controls, the ones people commonly mis-grant, and how to think about them when building roles.
When your staff connect their mailboxes, their emails with customers show up on the customer's account and in Communication. Decide mailbox by mailbox who else can read them: from a shared service@ box the whole office w...
Roles drift. Once a quarter, walk through the role catalog with fresh eyes — what to look for, what to clean up, and the questions that surface real problems.