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Everyone sees exactly what they should — and nothing more

Access is decided by role, company and department. Every record carries its owner, its timestamps and its full history of changes.

Access and accountability

Role-based access

Each person sees only what their job needs — data entry staff, supervisors, managers, owners and read-only viewers all get their own view.

Company & site isolation

In a group with several companies or buildings, each team sees only its own data automatically.

Secure sessions

One active session per account, with admin-controlled session history and forced logout.

Session history & forced logout

Administrators can review where and when an account signed in, and end any session immediately.

Platform-wide capabilities that support it

CapabilityWhat it means for you
Approval workflowsRecords are submitted, reviewed and approved. Rejected items come back with a written reason.
Full audit trailWho created it, who changed it, who approved it, and when — permanently recorded.
Notifications & email alertsPending approvals, expiring documents, overdue payments and daily digests are pushed to the right people.
Resilient data entryDrafts are protected so a dropped connection does not lose a record.
PDF & Excel exportBranded, print-ready PDF reports and full Excel exports from almost every screen.
Excel bulk uploadLoad hundreds of historical records at once from an Excel template, with validation before anything is saved.
Public share linksSend a single record — a fuel receipt, an expense, a contract, a payment receipt — as a secure link to someone outside the system.
Search & filtering everywhereFind any record by name, code, date, status, company or amount in seconds.
Works on any devicePhone, tablet, laptop. Field staff record on site, including photo attachments taken on the spot.

Review the access model with your IT team

Talk to us about your operation