Just like a successful expedition, building and scaling a thriving business demands precision, clear roles, and the right equipment. Every team member needs the appropriate tools and access to ensure a safe and successful journey. In the fast-paced world of business, giving everyone the right level of access, without compromising the security of your most sensitive data, is paramount.

The solution lies in smart, customisable permission settings. At ProfitPeak, we understand this challenge, which is why we’ve built a robust user-roles system that gives you complete control over who sees what. This isn't just a feature; it's a strategic tool designed to help you scale your business with confidence, ensuring that every member of your team has exactly the right level of access—no more, no less.

A Role for Every Professional

We’ve created five distinct user roles, each with a carefully defined set of permissions to fit the unique needs of different team members:

• Owner: The expedition leader. This role has full access to every feature and setting within your account, from financial reports to system integrations.

  
  

• Admin: A trusted second-in-command, a crucial part of managing the platform. Admins have nearly full access, with the key exception of being able to delete the website or add a new owner.

  
  

• Marketing: Tailored for the creative minds driving your growth. The Marketing role is designed for those who need to view key performance data and manage campaigns without access to sensitive account settings or integrations.

  
  

• Consultant: Perfect for trusted guides and advisors. This role is similar to Marketing but with a crucial difference: Consultants cannot view profit, margin, or cost metrics, keeping your most private financial data secure while they provide strategic guidance.

  
  

• Basic: A foundational role for users who need to track progress and manage day-to-day operations without access to complex settings or integrations.

This tiered system ensures a clear separation of duties and a strong layer of security, making it simple to manage your team’s access with precision. Here is the link for the step-by-step guide to user roles.

Why This Matters for Your Business

For a large internal team, this level of control is invaluable.

You can onboard new team members quickly, giving them access to the specific tools they need on day one without the fear of them accidentally changing critical settings. Your finance department can have a full view of profit and loss, while your marketing specialists can focus on campaign performance without seeing sensitive payroll or other confidential data.

But what about your external partners?

This is where ProfitPeak truly shines. Sharing access can be a major hurdle, you want your marketing agency to have the data they need to optimise your campaigns, but you don't want to hand over the keys to your entire business. With us, you can simply add your agency team members with a "Marketing" role. They get access to all the performance data necessary to do their job effectively, but they remain locked out of your core account settings and integrations.

Scalability and Simplicity, Hand-in-Hand

One of the most powerful aspects of this system is its scalability. You can add as many users as you need - for free. This means you can build out a team of any size—from a small startup to a large enterprise—without worrying about additional costs for user seats. The process of adding a new user is simple and intuitive, allowing you to get new team members up and running in a matter of minutes. After adding all your team members, you can send relevant reports to them on the progress and profits that ProfitPeak is generating.

By providing detailed, role-based permissions, ProfitPeak helps you manage your team and your data with unparalleled control. It's about more than just security; it's about giving you the flexibility to build the exact team you need, both inside and outside your organisation, while keeping your business information secure.