Give your team the right access
Not everyone needs access to everything. With roles and permissions, you decide exactly what each team member can see and do. Simple toggles, clear categories, full control.
Sales Manager
Role permissions
Why access control matters
Protect sensitive data
Keep financial reports, costs, and profit margins visible only to those who need them. Sales staff see what they need, nothing more.
Reduce mistakes
When team members only see what's relevant to their job, there's less confusion and fewer accidental changes to things they shouldn't touch.
Sales staff workspace
Cleaner interface
Staff see a focused workspace with only the modules they use. No clutter, no distractions, just what they need to do their job.
How it works
Create roles once, assign them to as many team members as you need. When permissions change, everyone with that role is updated automatically.
New role
Create a role
Name it something meaningful like 'Sales Staff' or 'Workshop Manager'. You'll set the permissions next.
Set permissions
Toggle on the modules this role should access. Stock, orders, contacts, reports, each has its own switch.
Sales Manager · 3 members
Assign to users
Add team members to the role. They immediately get the right access. Done.
Control access to every module
Each part of Gem Logic can be turned on or off for any role. Here's what you can control.
Stock
View and manage inventory items, product details, and stock levels.
Orders
Create and manage sales orders, quotes, and invoices.
Contacts
Access customer and supplier information, contact history, and notes.
Financial reports
View sales analytics, profit margins, and financial dashboards.
Workshop
Manage repair jobs, worksheets, and production tasks.
Shipments
Track packages, manage logistics, and handle shipping labels.
Emails
Send emails, use templates, and view communication history.
Tasks
Create and manage tasks, assign to team members, and track progress.
Agenda
View and manage appointments, reminders, and scheduled events.
Example roles to get you started
Most jewelry businesses have similar team structures. Here are some common roles you might create.
Sales staff
Front-line team members who help customers and process sales.
Workshop technician
Goldsmith or repair technician focused on production work.
Store manager
Oversees daily operations with access to most features.
Explore more modules
Ready to set up your team?
Start your free trial and configure roles that match how your business works.
You
OwnerAnna J.
Sales ManagerPierre D.
WorkshopMarie L.
Sales staff