Role-based governance
User rights and access control protect data, simplify menus for users and ensure sensitive approvals or exports are handled by authorised roles.
Enterprise-grade access control and governance
Security & Access Control
Control who can view, change, approve, export and integrate operational data while maintaining clear group and system-access boundaries.
Security & Access ControlConnected business operations
Create groupAssign menu rightsCreate userSet access flagsReview activityDeactivate user
Strategic role
User, group, menu, AD, ERP, mobile and dashboard access are governed from one admin layer.
Security & Access Control gives organisations a practical control layer for daily work. It is designed to help business users replace scattered updates with structured ownership, reliable visibility and management-ready information.
Business control objective
The capability is written for decision-makers who want ownership, visibility, follow-up discipline, faster decisions and reduced dependency on scattered spreadsheets, emails and informal messages.
Operating impact
It connects the work performed by users with dashboards, reports, approval paths and accountable record ownership, so management can see what is pending, delayed, completed or escalated.
Detailed capability
What this capability does for the business
Each function below is translated into operational value and client-facing meaning.
User Management
Manage user ID, username, group ID, group name and status.
Group Management
Maintain groups such as Admin, Management, Accounts, HR, QHSE and IT.
Menu Settings
Configure group menu settings through a two-step group setup.
Access Flags
Control ERP, CRM web, CRM mobile, dashboard, time punch and location tracking.
Directory Readiness
Store Active Directory domain, user ID and IDP login settings.
Export/Delete Controls
Govern downloads, edits, deletes and record visibility by role.
Workflow
How work moves through this capability
The flow shows ownership and visibility from setup to management reporting.
Create group
Assign menu rights
Create user
Set access flags
Review activity
Deactivate user
Management visibility
KPIs, reports and connected systems
KPIs
- Active users
- Inactive users
- Groups by module
- Export volume
- Permission exceptions
Reports and views
- User Management
- Group Management
- Audit trail
- Login history
- Data export log
Integration touchpoints
- Active Directory
- IDP/SSO
- ERP
- Mobile app
Client outcomes
Business value delivered
Control sensitive operations
Reduce unauthorised access risk
Support enterprise governance
Connected CRM areas
Related capability pages
Workflow Management Engine
Core orchestration layer for automation and process standardisation
View related capabilityDashboard & Analytics
Real-time operational intelligence and KPI monitoring
View related capabilityDeployment & Scalability
Flexible enterprise deployment and growth
View related capabilityIntegration Framework
Open connectivity with enterprise and field systems
View related capabilityNext step
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