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Team management

Add technicians, managers, and accountants. Customize permissions for each role - who can create protocols, who sees statistics, who manages clients. A clear permissions matrix gives you full control.

Deratix Team management — desktop application screenshot showing the feature in action
Deratix Team management — mobile app view with touch-optimized interface

Features

4 preset roles

Technician, manager, accountant and client — each with its own set of permissions

Permissions matrix

More than 40 settings, who can do what, clearly in one table

Protocol review

Optional or mandatory review of technician's protocols before sending to client

Protocol preparation

Manager prepares the protocol in advance, technician adds intervention results

Login tracking

Last login of each user, overview of team activity

Email invitation

New team member receives a password setup link, no complex configuration

Real-world examples

Everyone sees only what they need

The field technician creates protocols and sees their clients. The manager also has access to statistics and can manage clients. The accountant sees billing overviews. Each role has precisely defined permissions.

Simple onboarding for new colleagues

Add a new team member in a minute — enter their name, email and select a role. They receive an email with a password setup link. No complex configuration.

Permissions under control

If the standard roles aren't enough, customize permissions to your needs. Who can create protocols, who can delete clients, who sees statistics — set it all in the clear permissions matrix.

  • 4 preset roles: technician, manager, accountant, client
  • Permissions matrix with over 40 settings
  • Password reset with one click
  • Last login tracking for every user

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