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Help CenterTeam & Permissions

Setting up team access and permissions

Learn how to add team members in Operations → Associates and control exactly what each person can see and do.

5 min read

There are no fixed roles — access is set per person

Obsidyun doesn't lock you into a handful of preset roles like "Manager" or "Viewer." Instead, every team member gets their own access level across each area of the business, so the permissions always match how that person actually works.

  • Financial Data — the general ledger, bookkeeping, and monetary operations
  • Inventory Data — stock items, services, and purchasing
  • Customer Data — the customer directory and marketing
  • Employee Data — associates, payroll, and HR records
  • Executive Data — payroll runs and high-level approvals
  • Sales Data & Sales Page — invoices and quotes
  • Branch Data — visibility into other branches beyond their own

Adding a team member

From Operations → Associates, add a new team member with their name, date of birth, phone number, branch, and job title. Job title is a free-text field — use whatever makes sense for your business, like "Accountant" or "Warehouse Lead."

Turn on ERP access if they need to log in and use Obsidyun at all. If they do, set each data category above to None, Read, or Read & Write individually — that combination is what actually determines what they can see and do.

Guardrails that are always on

A couple of safety rules apply no matter who's logged in. The original system administrator account can't be modified or removed by anyone. And nobody — even someone with full Employee Data access — can change their own permissions, which prevents anyone from quietly granting themselves more access.

Multi-branch access

Every team member is tied to a branch. If your business runs multiple locations, Branch Data access is what determines whether someone can see activity from branches beyond their own, or stays scoped to just the one they work at.

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