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People, branches & business controls

One business context. Clear responsibilities.

Organize the people, operating branches and godowns your business uses. Give the team access for the work they need to do.

See it in a demoExplore the feature

Start with the organization your records belong to.

Keep products, customers, people and operating locations within the correct business context.

One organization

Your business records

Branch

The operating context for the team and its work.

People · Responsibilities · Business details

Godown / warehouse

The storage location recorded with the product quantity.

Tile variant · Quantity · Stock unit
Business-context illustration. A selected location never replaces the person’s permissions.

Assign the work before widening access.

Sales, stock and accounts need different actions. Review the actual permissions for each role rather than relying only on its name.

CeramicPortal · Roles and permissions
The roles workspace shows Salesperson, Sales Manager, Sales Desk and Owner permission profiles, module coverage and assigned users.
Demo permission profiles. Review role coverage and assigned users before changing access.Open original
CeramicPortal · Roles and permissionsOriginal product image · Demo data

Demo permission profiles. Review role coverage and assigned users before changing access.Open original image

Sales responsibilities
The documents and customer work the person can read or change.
Stock responsibilities
Location records and permitted adjustments.
Accounts responsibilities
Receipts, supplier money and the reports the person can inspect.

Branches and godowns have different jobs.

A branch describes an operating location. A godown identifies where stock is recorded. Neither automatically creates a new organization.

Business locations

Give each location the right responsibility.

Organization
Owns the business records
Branch
Identifies the operating context
Godown
Identifies the storage location
Team access
Controls who can inspect or change the records

Location and permission are separate.

Changing a location selector does not grant access. Keep the business context and the person’s assigned responsibilities clear.

Field explanation. The product record supplies the actual values, permissions and saved history.
Organization
Owns the business records
Branch
Provides the operating context
Godown
Identifies the stock location

Check business settings in the result.

Maintain the business identity and supported document settings, then inspect a generated output to see what changed.

  1. Update the supported setting

    Use the authorized business controls.

  2. Save and review

    Check the recorded business context.

  3. Inspect an output

    Confirm the relevant identity or document field.

Keep access useful as the team changes.

Review responsibilities when a person moves roles or leaves. A location selector does not replace authorization.

Want to see this with your business workflow?

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