Team and permissions: you decide who sees and does what

Start fast with ready-made roles

You don't have to configure everyone by hand. CoSuite comes with role templates for the jobs most businesses have. Pick a role when you invite someone and the permissions that role needs are set for them.

• Admin
• Accountant
• Sales
• Marketing
• Project manager
• Support
• Read-only

Beyond view, create and delete

In most software, access comes down to three switches, and the operations that really matter get lost between them. In CoSuite, sending e-documents, seeing staff salaries, seeing account balances and exporting data are each permissions of their own.

So the person who prepares invoices doesn't have to be the one who sends them to the tax authority, and someone who edits staff records can still have salaries hidden.

Per-person access, every change recorded

A role template is a starting point. When you want to give someone one permission outside their role, or take one away, you do it for that person alone. Every permission change is written to the history, so you can later see who got which access and when.

As your team grows the setup keeps working: give newcomers their role, and close a leaver's access from one place.

Per-client access for agencies

For agencies working on behalf of clients, each client is a separate CoSuite account. You give each team member access only to the clients they handle and only to the work they need. Switching between clients takes one click, while one client's data never mixes with another's.