Finance teams
Invoices, payments, supplier bills, expense reimbursement, the journal, and finance reports.
Open finance viewHow roles work
A role is a set of group permissions, not a separate system.
Every team works on the same customers, products, employees, and documents. Group membership decides what a person sees and which actions they can take, and a task addressed to a group appears in the Inbox of everyone in it. The four role pages organize the product around those responsibilities.
Choose a team view
Review the work from the role closest to the decision.
Each page lists the team's workflows, approval groups, and handoffs to the next team.
Sales teams
Leads, opportunities, quotations, sales orders, and customer terms that follow the deal.
Open sales viewOperations teams
Sourcing, purchase orders, stock movements, fulfilment, projects, and support tickets.
Open operations viewHR and people teams
Employee records, vacation, payroll, expense claims, and timesheets.
Open HR viewAccess model
How access, approvals, and personal visibility work.
The same rules apply to every team.
Group permissions
What a person can see and do depends on their groups. Read-only users see permitted lists without New, Edit, or Delete; operational groups receive the actions their work needs.
Approval groups
Approval tasks are addressed to groups such as Approver, Issuer, Sender, Payer, Manager, Accountant, and Agent. A task appears in the Inbox of everyone in the group, and claiming it takes it out of colleagues' queues.
Status-controlled actions
Statuses change only through guarded buttons and workflows. A rejected document never passes through the approved state, and finished documents lock: corrections go through a void, a credit note, or a reversing entry.
Personal workspace
Every employee has a Personal workspace that shows only their own records, such as expense claims, vacation requests, timesheets, payslips, and leads, with their own Inbox tasks.
Administrators
Administrators maintain users, groups, settings, and shared registers. The Administration workspace shows every record but applies the same numbering, validation, lock, and audit rules.
Your decision
The customer manages its users and groups. In a small company one person can hold several groups; a larger team can give creating, approving, issuing, and paying to different people.
Continue the evaluation
Continue with the operating model.
The platform, workflows, rollout, and commercial terms behind the role pages.
Operating model
Platform
See how shared records, groups, statuses, and documents work together.
Open page →Workflow libraryUse cases
Review complete operational scenarios step by step.
Open page →RolloutImplementation
Prepare responsibilities, data, testing, and training.
Open page →CommercialPricing
Free Demo, Standard at €10 per user per month, or Custom.
Open page →Decision-stage questions
Common questions about roles.
Which role pages are available?
Finance, Sales, Operations, and HR and people teams. Each page lists the workflows, approval groups, and handoffs for that team.
Are permissions fixed by role?
No. Permissions follow the user groups your administrator assigns. The role pages describe the typical split of work; your organization decides who belongs to each group.
Can one person work across several roles?
Yes. A person can belong to several groups, and the Inbox shows the tasks of every group they belong to. In a small company one person often prepares, approves, and issues; a larger team can separate those steps.
Can employees see other people's data?
Not in the Personal workspace, which shows only records linked to the signed-in employee. Other employees' payslips, vacation balances, and timesheet rates are never shown there.
Next step
Review one real workflow through every team that touches it.
Bring one process from your business to a workflow review. It shows which groups prepare, approve, and hand work on before you set up users.
Questions about how your teams would work in BusinessIntents? Write to office@codbex.com.