MADDE ITAtlas

MADDE ITAtlas

Dashboard Calculator Materials Products Quotes Invoices Sales Money Accounts Clients Reports Team Settings

Alex MorganOwnerDemo workspace · sample data

Roles

A role is a set of permissions. Create one for each kind of job.

New role

Role name

See costs and profitMaterial prices, production cost, margins. Without this, only selling prices are visible.

Edit materialsAdd, import and change material prices.

View productsBrowse the product catalogue.

Edit productsCreate products and change recipes and selling prices.

Create quotesQuote catalogue products to customers.

Adjust quotesChange additional costs and profit on quote items, and build custom items.

See everyone’s quotesOtherwise people only see quotes they created.

Delete draft quotes

See the Sales sectionAll paid and delivered sales, with who did what.

Record payments and deliveriesRecord money received (with receipts), void a payment, and mark sales delivered.

See the Clients listEvery client with their quotes, sales and spending, and edit client details.

See reportsMonthly sales, best sellers and top clients, with Excel export. Profit also needs "See costs and profit".

Merge duplicate clientsCombine two client records into one. This cannot be undone.

Manage teamAdd staff, change their role, deactivate accounts.

Manage rolesCreate roles and choose their permissions.

See and record moneyCash at hand, expenses with receipts, money in and out, and the starting balances.

Request spendingAsk to spend money. Someone with "See and record money" approves or declines it.

Manage settingsBusiness details, pricing mode and quote defaults.

Owner full access · locked

1 person

See costs and profitMaterial prices, production cost, margins. Without this, only selling prices are visible.

Edit materialsAdd, import and change material prices.

View productsBrowse the product catalogue.

Edit productsCreate products and change recipes and selling prices.

Create quotesQuote catalogue products to customers.

Adjust quotesChange additional costs and profit on quote items, and build custom items.

See everyone’s quotesOtherwise people only see quotes they created.

1 person

See costs and profitMaterial prices, production cost, margins. Without this, only selling prices are visible.

Edit materialsAdd, import and change material prices.

View productsBrowse the product catalogue.

Edit productsCreate products and change recipes and selling prices.

Create quotesQuote catalogue products to customers.

Adjust quotesChange additional costs and profit on quote items, and build custom items.

See everyone’s quotesOtherwise people only see quotes they created.

1 person

See costs and profitMaterial prices, production cost, margins. Without this, only selling prices are visible.

Edit materialsAdd, import and change material prices.

View productsBrowse the product catalogue.

Edit productsCreate products and change recipes and selling prices.

Create quotesQuote catalogue products to customers.

Adjust quotesChange additional costs and profit on quote items, and build custom items.

See everyone’s quotesOtherwise people only see quotes they created.

Delete draft quotes

See the Sales sectionAll paid and delivered sales, with who did what.

Record payments and deliveriesRecord money received (with receipts), void a payment, and mark sales delivered.

See the Clients listEvery client with their quotes, sales and spending, and edit client details.

See reportsMonthly sales, best sellers and top clients, with Excel export. Profit also needs "See costs and profit".

Merge duplicate clientsCombine two client records into one. This cannot be undone.

Manage teamAdd staff, change their role, deactivate accounts.

Manage rolesCreate roles and choose their permissions.

See and record moneyCash at hand, expenses with receipts, money in and out, and the starting balances.

Request spendingAsk to spend money. Someone with "See and record money" approves or declines it.

Manage settingsBusiness details, pricing mode and quote defaults.

Delete draft quotes

See the Sales sectionAll paid and delivered sales, with who did what.

Record payments and deliveriesRecord money received (with receipts), void a payment, and mark sales delivered.

See the Clients listEvery client with their quotes, sales and spending, and edit client details.

See reportsMonthly sales, best sellers and top clients, with Excel export. Profit also needs "See costs and profit".

Merge duplicate clientsCombine two client records into one. This cannot be undone.

Manage teamAdd staff, change their role, deactivate accounts.

Manage rolesCreate roles and choose their permissions.

See and record moneyCash at hand, expenses with receipts, money in and out, and the starting balances.

Request spendingAsk to spend money. Someone with "See and record money" approves or declines it.

Manage settingsBusiness details, pricing mode and quote defaults.

Delete draft quotes

See the Sales sectionAll paid and delivered sales, with who did what.

Record payments and deliveriesRecord money received (with receipts), void a payment, and mark sales delivered.

See the Clients listEvery client with their quotes, sales and spending, and edit client details.

See reportsMonthly sales, best sellers and top clients, with Excel export. Profit also needs "See costs and profit".

Merge duplicate clientsCombine two client records into one. This cannot be undone.

Manage teamAdd staff, change their role, deactivate accounts.

Manage rolesCreate roles and choose their permissions.

See and record moneyCash at hand, expenses with receipts, money in and out, and the starting balances.

Request spendingAsk to spend money. Someone with "See and record money" approves or declines it.

Manage settingsBusiness details, pricing mode and quote defaults.