Company permissions
Practical workflows for the tools you use every day.
Practical guidance
Select the correct company before working. Membership in one company never grants access to another company.
An active Business app is required. Company Owners have implicit permissions in the six commercial apps. HR is explicit-only, including for Owners, with an approved staff appointment for staff data. Their portal role alone does not grant module actions.
Ask your company Owner or CedraStack to review the available member-permission controls. Viewing, creating, editing, posting, recording payments and reversing can require distinct permissions.
Cross-module actions may require access to both modules. A CRM-to-Sales handoff needs Sales permissions; managing products or suppliers uses their owning module. Suspended or expired access retains records but blocks module use.