Team

Access Control

Access Rights & Permissions

Give the right people the right access. Nothing more, nothing less.

Officaid’s Access Rights system provides precise, role-based control across every part of your business platform; from sales and CRM to payroll, finance, reports, and administration.

Set company-wide permission standards or override at the employee level ensuring flexibility for real work while protecting sensitive data at all times.

No generic profiles. No all-or-nothing access. Just clean governance that works for growing teams.

Access Rights & Permissions
Access Rights & Permissions

Module-based permissions

Control access by functional area.

Permissions are managed separately across all core modules, including:

  • CRM / Network: contacts, companies, interactions

  • Sales: deals, pipelines, proposals

  • Team / HR: employee records, leave requests, policies

  • Personal workspace (“Me”): self-service employee settings

  • Finance: expenses, invoicing, reconciliation, payroll

  • Admin: system configuration and role management

Each employee’s access per module can be configured independently enabling true least-privilege security.

Real-time permission changes

Instant access enforcement.

Any permission updates apply immediately — no logout required, no cache resets, no workflow disruptions.

Whether onboarding a new employee or revoking access during exit procedures, your system stays secure in real time.

Built-in HR security workflows

Permissions tie directly to HR records.

When employees:

  • Join

  • Change roles

  • Are promoted

  • Exit the company

their system access can be reviewed and updated alongside employment status changes — preventing lingering permissions or unauthorized access.

Governance without complexity

Officaid combines enterprise-grade security with SMB-level simplicity — letting administrators govern access cleanly without creating management burden.

  • No credit card required

  • 14-Day free trial