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HisabMitra Role-Based Access

Assign roles for user access

You control who can access what, ensuring security and smooth workflow management.

Take full control with powerful admin settings

Admin Dashboard

Full Access

User Management

15 active users

Role Management

6 custom roles

Company Profile

Last updated: Today

Document Templates

8 templates

Security Settings

2FA enabled

System Analytics

View reports

Admin accounts have full system access and can configure all aspects of your business operations.

Access Control

Module Access Level
User Management Full
Financial Data Full
System Configuration Full
Reports & Analytics Full
Audit Logs Full
Current Admin Users
RK

Rahul Kumar

Super Admin

AP

Ananya Patel

System Admin

Set up your entire business operation from a single command center. Enter your company information once and have it automatically applied across all documents and communications. Configure exactly how each system works to match your specific business processes and preferences. Add team members with just a few clicks and give them precisely the access they need by assigning customized roles and permissions. Monitor system usage, see who’s doing what, and make adjustments on the fly to improve efficiency. Keep your data secure with detailed control over who can view, edit, or manage different parts of your business. Run your operation your way with complete administrative control at your fingertips.

Delegate HR responsibilities with specialized access

HR Dashboard

HR Access

Employee Onboarding

2 pending

Attendance Management

15 active employees

Payroll Processing

Next: Oct 31, 2023

Leave Management

3 pending requests

Performance Reviews

5 upcoming

Benefits Administration

Manage plans

HR accounts have specialized access to employee data and workforce management tools.

HR Account Permissions

Module Access Level
Employee Records Full
Payroll Management Full
Company Financials View Only
System Configuration No Access
HR Reports Full
Current HR Personnel
PJ

Priya Joshi

HR Manager

SS

Sanjay Singh

HR Specialist

Give your HR team exactly what they need to manage your workforce effectively. As a super admin, you can assign dedicated HR roles with specific permissions tailored to human resource management tasks. Your HR managers get streamlined access to employee records, attendance data, leave management, and payroll processing—without overwhelming them with unrelated system functions. They can onboard new team members, track performance metrics, manage benefit programs, and handle sensitive personnel matters all from their specialized dashboard. Monitor HR activities through comprehensive audit logs while maintaining appropriate privacy controls. Empower your human resources team to build and support your company culture with the right tools and permissions.

Customize access for every department with role-based permissions

Department Access Panel

Role-Based Access

Sales Department

4 team members

Customers

Full Access

Invoices

Create Only

Reports

View Only

Accounting Department

3 team members

Invoices

Full Access

Financials

Full Access

Customers

View Only

Project Management

5 team members

Projects

Full Access

Team

Assign Only

Documents

Full Access

Role Configuration

Sales Representative
  • View and create customer records
  • Generate sales quotes and proposals
  • Convert quotes to invoices
  • View sales reports and metrics
Team Member Role
VS
Vikram Singh
Sales Manager
SM
Suresh Mehta
Accountant
ND
Neha Das
Project Manager

Team members can be assigned multiple roles to provide access across departments.

Give each team member exactly the right tools for their job. Create specialized roles that match your company’s department structure and workflow needs. Sales staff can access customer information and deals without seeing sensitive financial data. Accounting team members can process invoices and run reports without changing product information. Project managers can oversee task progress without modifying employee records. Assign multiple roles to versatile team members who work across departments. Update permissions instantly when responsibilities change or team members are promoted. Keep your system secure and focused with precision access control that eliminates confusion and prevents unauthorized changes.

Keep clients informed with secure self-service accounts

Client Portal

Client View
TS

TechSoft Ltd.

Client since: Jan 2022

Invoices

3 pending, 12 paid

Projects

2 active projects

Documents

15 shared files

Support

1 open ticket

Latest Invoices

INV-2023-056

Due: Oct 15, 2023

₹12,500

Pending

INV-2023-042

Due: Sep 30, 2023

₹8,750

Paid

INV-2023-035

Due: Aug 15, 2023

₹10,200

Paid

Client Account Settings

Module Client Access
Invoices & Payments Full
Project Status Full
Documents Shared Only
Support Tickets Full
Other Clients’ Data No Access
Client Portal Benefits
  • Reduces support inquiries by providing self-service access
  • Builds transparency and trust with clients
  • Simplifies document sharing and communication
Active Client Users
AS

Ajay Sharma

TechSoft – CEO

MP

Manisha Patel

TechSoft – Finance

Bring your clients into the loop while maintaining professional boundaries. Our system automatically treats every customer as a connected member of your workspace with their own dedicated access. Your team can quickly set up personalized credentials that allow clients to log in securely whenever they need information. Clients see only their own transactions, invoices, project updates, and support tickets—never your internal operations or other customers’ data. They can download important documents, check payment statuses, review project milestones, and communicate with your team all in one place. This transparency builds trust while reducing the time your staff spends answering routine questions. Give clients the information they need, exactly when they need it.

Connect Suppliers with Customized Vendor Portals

Vendor Portal

Vendor View
GS

Global Supplies Inc.

Supplier since: Mar 2021

Purchase Orders

2 open, 24 completed

Payments

Last payment: Oct 5, 2023

Products

15 active products

Communication

3 unread messages

Recent Purchase Orders

PO-2023-045

Ordered: Oct 12, 2023

₹35,200

Processing

PO-2023-038

Ordered: Sep 28, 2023

₹22,750

Delivered

PO-2023-032

Ordered: Sep 15, 2023

₹18,500

Delivered

Vendor Account Settings

Module Vendor Access
Purchase Orders Full
Payment History Full
Product Catalog Own Products
Internal Pricing No Access
Other Vendors’ Data No Access
Vendor Portal Benefits
  • Streamlines procurement process and reduces errors
  • Decreases communication overhead with suppliers
  • Improves vendor relationships through transparency
Active Vendor Users
RS

Raj Sharma

Global Supplies – Sales

KM

Kamal Mehta

Global Supplies – Fulfillment

Give your suppliers the information they need without extra phone calls or emails. Vendors log in with secure credentials to view their complete transaction history, check payment statuses, and access purchase orders. You maintain full control over what each supplier can see—share necessary documents while keeping internal pricing strategies private. Reduce communication delays as vendors find answers to routine questions themselves. Your procurement team saves valuable time by automating basic information sharing. Build stronger supplier relationships through transparent, permission-based access that works on your terms.

Build Custom User Roles for Perfect Access Control

Custom Role Builder

Role Designer
Module No Access View Only Edit Full Access
Customer Management
Financial Records
Reports & Analytics
Invoice Management
User Administration
System Settings

Custom Roles

5 custom roles

Finance Analyst

Financial data access with reporting

View Customers Edit Financials Edit Reports

Marketing Specialist

Customer data with limited financial access

Edit Customers View Reports

Support Specialist

Customer and ticket management

Edit Customers View Invoices
Custom Role Benefits
  • Precisely match permissions to job responsibilities
  • Minimize security risks with least-privilege access
  • Adapt quickly as responsibilities change

Create specialized user accounts that precisely match your team’s responsibilities. Design custom permission sets based on exactly what each position requires—nothing more, nothing less. Assign multiple access levels across different modules to reflect complex job functions. Add temporary project permissions without changing core role settings. Update access rights instantly when responsibilities shift or team members advance. Maintain tight security with granular control over who can view, edit, or approve different types of information. Scale your permission structure as your organization grows, ensuring everyone has exactly the tools they need to succeed without administrative confusion.