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Privacy and control

How to decide who should see what business information

Sensitive information can be shared by role without being shared with everyone.

lamp guide5 min read

Group information by sensitivity

  • Open: production plans, dispatch lists
  • Team: stock, purchase orders
  • Restricted: supplier rates, customer prices, credit terms
  • Owner only: payroll, partner information, management accounts

Give access by role, not by person

When someone changes role, their access should change with it.