Permissions
Everyone sees their own desk.
A user without financial access does not receive the numbers. They are not greyed out and not tucked behind a click — they are never sent.
| Capability | Admin | Sr rec | Rec | Sr BD | BD |
|---|---|---|---|---|---|
| Talent pool | Granted | Granted | Granted | Granted | Granted |
| Pipeline board | Granted | Granted | Granted | Granted | Granted |
| Clients & accounts | Granted | Granted | Not available | Granted | Granted |
| Placements | Granted | Granted | Not available | Granted | Own clients |
| Bill rate & margin | Granted | Granted | Not available | Granted | Granted |
| Firm-wide reports | Granted | Not available | Not available | Not available | Not available |
Permission checks start closed and open on a positive match, so an unrecognised value denies rather than grants. The full capability table, including commission and banking details, is on security. The reasoning is in who gets to see the margin.
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Five roles
Administrator, senior recruiter, recruiter, senior BD, BD. Set once.
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Not hidden — absent
The numbers someone isn't cleared for never reach their browser at all.
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Opens where they work
BD lands on clients. Recruiting lands on recruiting. Same system, different first screen.
See it with your own roles.
Bring the way your firm is actually structured and we'll show you where the lines fall.