Access Control
Implement granular access control:
1. Module-Level Permissions:
- Control access to entire modules (Clients, Projects, Invoicing, etc.)
- Set different permission levels for each module
- Restrict sensitive modules to authorized personnel only
2. Record-Level Permissions:
- Define who can access specific records (clients, projects, documents)
- Implement team-based access for collaborative work
- Set ownership and sharing rules
3. Field-Level Security:
- Control access to specific fields within records
- Hide sensitive information from certain user roles
- Make fields read-only for some users while editable for others
