Permissions & collaboration

Give every desk the right view of the truth.

Protect dealer records with server-enforced organization isolation, workspace boundaries, granular roles, auditable actions, and fenced read-only collaboration for connected businesses.

Request private access Platform overview

RBACGranular role control

WSWorkspace boundaries

ROConnected read-only access

01Isolate

The organization boundary is enforced on the server.

Navigation is not security. CoinDealerPro resolves organization, workspace, membership, and record scope before sensitive data or actions reach the interface.

Tenant isolation

Bind records, routes, lookups, exports, and background work to the current organization context.

Workspace scope

Intersect organization access with explicit workspace grants for operational records and reports.

Sensitive-field control

Keep financial, banking, compliance, provider, and administrative data behind the relevant permission.

Deny by default

Reject cross-tenant identifiers, inaccessible workspaces, and unsupported connected-account mutations.

02Delegate

Compose authority around the work people perform.

Use role templates and targeted overrides to separate daily entry, approvals, money, exports, settings, and administration without cloning an all-powerful user.

Granular actions

Separate view, create, update, delete, approve, export, payment, banking, grading, reporting, and admin capabilities.

Organization and workspace roles

Grant broad company responsibility or a narrower desk assignment from the same permission vocabulary.

Safe role changes

Validate membership, workspace, and role-template relationships before the new authority takes effect.

Permission-aware interface

Hide unavailable actions and sensitive facts while still enforcing every decision on the server.

03Collaborate

Share useful context without handing over the controls.

Authorized host members can inspect a sponsored solo account through a read-only fence without crossing tenant boundaries or gaining mutation, export, or private-setting access inside that child account.

Host-side read paths

Let authorized host members inspect the sponsored solo account through connected-safe inventory, contact, document, check, dashboard, search, and report views.

No child-account mutation

Block create, update, delete, approve, payment, export, and administrative actions while the host is in connected context.

Audit evidence

Record material actors, resources, actions, business context, and supported before-and-after values.

Controlled outputs

Keep PDF, email, CSV, print, and share-link capabilities inside the appropriate host-side grants.

Next: security

See the operating controls behind the platform.

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