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MODULE 16

System Settings & Role-Based Access Control

Manage granular user permissions, configure simplified vs enterprise view modes, and enforce Saudi elevator corporate governance.

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Test as:

Registered Staff

6Users

Active Enterprise Profiles

Security Roles

6Roles

Granular RBAC Profiles

Modules Secured

16/16

Full Action-Level Protection

Saudi Governance

100%

ZATCA & Civil Defense Ready

Select Role to View / Configure Permissions:

Granular controls for View, Create, Edit, Delete, Approve, and Export actions.

SALES_ENGINEERSales & Estimation Engineer

Manages customer leads, GPS field visits, shaft requirement intake, and draft quotation generation. Restricted from editing confidential landed FOB base costs.

Role Access Guidance & Compliance PolicySALES_ENGINEER

Sales Representatives, Elevator Estimation Engineers, Tendering Specialists

✓ Saudi Elevator Industry Standard
Permitted Modules & Authorizations:

Authorized Modules:

  • Module 1: CRM & Sales Pipeline (Leads, Site Visits, Shaft Inquiries)
  • Module 3: Quotations & Proposals (Draft Quotes, Specs, A4 Proposals)
  • Module 10: Targets & Commissions (Personal Sales Quota Tracker)
  • Module 11: Documents Hub (Architectural Catalogs, SASO Certificates)
  • Module 15: Field & Client Messaging (Customer Inquiries)

Key Operational Privileges:

  • Register new customer leads and track quotation status through CRM pipeline
  • Generate client-facing A4 PDF technical proposals with standard approved pricing
  • Log site visits with mandatory GPS coordinates to verify shaft readiness
  • View personal monthly sales targets and earned commission calculations
Restricted Modules & Prohibited Operations:
  • STRICTLY RESTRICTED from viewing landed base FOB equipment costs in Module 2
  • RESTRICTED from discounts exceeding 5% without General Manager approval
  • NO ACCESS to Module 8 (ZATCA Accounting) or Module 9 (Payroll & Wages)
  • Cannot view competitor pricing formulas or wholesale equipment markups
  • Cannot export customer phone databases in bulk to external devices
  • Cannot modify locked contract terms once signed by customer
Enterprise Governance & Security Suggestions:
  • Always require mandatory physical shaft dimension survey & GPS check-in before quote issue
  • Set automated system trigger for manager signoff if discount is between 3% and 5%
  • Review sales pipeline monthly to purge stagnant leads and track conversion ratios
External Customer Portal Policy (CUSTOMER): Property owners & clients access Module 13 strictly through a sandboxed client portal without visibility into FOB landed costs, gross margins, employee payroll, or other customer projects.

16-Module Permissions Matrix

Click any checkbox to grant or revoke specific privileges for this role in real time.

16 Modules × 6 Action Types
Module NameViewCreateEditDeleteApproveExport
1

1. CRM & Sales Pipeline

2

2. Cost Calculation Engine

3

3. Quotations & Proposals

4

4. Installation & Projects (WBS)

5

5. Maintenance & AMC (24/7)

6

6. Material & Inventory

7

7. Procurement & Supply Chain

8

8. Finance & Accounts (ZATCA)

9

9. HR & Field Workforce

10

10. Sales Targets & Commissions

11

11. Document Vault & Submittals

12

12. Executive Analytics & BI

13

13. Customer Self-Service Portal

14

14. Miscellaneous Site Expenses

15

15. Field Team Messaging

16

16. System Settings & Security