Platform / Team & security
shieldTEAM & SECURITY
Grow past one pair of hands, safely
Seats with roles — owners see profit, ops see shipments, bookkeepers see costs. An audit trail records who changed what, so numbers stay trustworthy as the team grows.
IN PRACTICE
The org chart, mapped to what each person sees
Owners see margins, ops see shipments, the bookkeeper sees costs — every change logged, so the numbers stay trustworthy as more hands touch them.
Workspace — Bright Home Imports5 SEATS
James (you)Owner — full access
PriyaOps — shipments & products
TomBookkeeper — costs & reports
Last changePriya edited ETA · 2h ago
Every edit loggedAudit trail on
ROLES
Access that matches the org chart
Owners see margins. Ops see shipments. Bookkeepers see costs. Nobody sees more than their job needs — including the VA you hired last week.
Seats — Bright Home Imports5 SEATS
James — Ownerfull access
Priya — Opsno margins
Tom — Bookkeepercosts only
Seats that can see profit2 of 5
AUDIT TRAIL
Who changed what, and when
Every cost edit, status change and rate override is logged. As more hands touch the numbers, the numbers stay trustworthy.
Recent activityLIVE
Priya changed ETA to 18 Aug2h ago
Tom added expense $385 — clearance1d ago
FX auto-update on 4 SKUs07:00
History retentioneverything
— TEAM & SECURITY
Delegate the work, not the risk.
Growth means more hands in the numbers — roles and an audit trail let you hand over the work without handing over what's sensitive.