Sign-In & Access
Give staff and customers their own sign-in and decide which records they can view or change.
The right action, for the right role.
A shared workspace, with different responsibilities.
Your invoice, payment and purchase decisions will appear here with the acting role.
UI permission simulation only. Production sign-in and server-side security are not connected.
A clearer operating result.
Useful when the operation needs more than another tool.
- Staff share a login to access operational records.
- Customers need private views within the same application.
- Removing a person from the team does not remove their access.
What changes
- Access tied to individual accounts
- Customer and staff permissions separated
- An explicit process for joining and leaving
The practical details.
What’s included, what it connects to and how it works.
How this foundation works.
- Sign in with an individual account
- Check organisation and role
- Allow the permitted record or action
- Revoke access when membership ends
How far can we take it?
A starting point
Sign-in, invitations and a small set of roles, with access checks for both viewing and changing records and a tested removal process.
Additional work to consider
Enterprise sign-in, delegated administration and permissions per record require a more detailed access model.
What can it connect to?
- Chosen identity provider
- Organisation and membership records
- Application data access
- Invitations and account recovery
We’ll check what your existing tools let us access before including a connection in the plan.
Is hiding a button enough to restrict access?
No. The application must check permission when reading or changing the underlying record. Interface visibility is only one part of the experience.
Can we keep our existing staff sign-in?
Where the identity provider supports the required connection, it can be retained. Confirm the account lifecycle and available access information during discovery.
Start with the problem.
No brief or technical diagnosis required.
Tell us what's stuck