What it is
Metrak ships with Admin, Project Manager, Site Engineer, Reviewer, Procurement Officer, Accountant, Employee and Client. For each module a role can have View, Create, Edit, Delete and Approve, a reach (whole company, assigned projects, or own records only) and an edit window (days after which records lock). Admins can edit built-in roles, reset them, or create custom roles like “Site Supervisor”.
Why you'll love it
- Site engineers never see company finances; accountants never edit drawings.
- Reviewers (consultants) approve without being able to change your data.
- Edit windows stop old reports from being quietly rewritten.
▶ Watch it
How to do it
Tick each step as you try it in Metrak.
How it connects
Records you create here flow into - or come from - these features.
Who uses it
More in Team & administration
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