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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

Invoicing permissions

Five permissions: who sees prices, who prepares drafts, who issues, who sends to SuperFaktúra and who changes the settings

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

Blog

Protocol planning with Google Calendar for the whole service team
New features
v0.62.0

Protocol planning with Google Calendar for the whole service team

The protocol calendar connects the visit plan, a prepared protocol for the technician, and optional synchronization with Google Calendar. The office plans work in Deratix while the technician also sees their day in the calendar they normally use.

June 7, 2026 5 min
Protocols can be corrected, reviewed, and revised — anytime after submission
New features
v0.60.0

Protocols can be corrected, reviewed, and revised — anytime after submission

A submitted protocol doesn't have to be final. A manager can reopen it, return it to the technician for corrections, or review it before it reaches the client. Each of these options can be enabled based on what the company actually needs.

March 27, 2026 6 min
Company statistics for data-driven decisions
New features
v0.56.0 v0.58.2 +1 more

Company statistics for data-driven decisions

Dashboard statistics show in one place how much work your company actually handles, which clients and technicians carry the highest volume, and how material usage and installation types change over time.

January 20, 2026 4 min
Roles and permissions tailored to how your team works
New features
v0.55.0 v0.57.0

Roles and permissions tailored to how your team works

One person can have full control over Deratix, while the rest of the team gets access based on their actual responsibilities — and every change stays traceable.

January 19, 2026 4 min
A digital protocol for the entire service intervention
New features
v0.51.0 v0.58.3 +1 more

A digital protocol for the entire service intervention

Client, site, materials used, photo documentation, signatures, and final delivery all stay in a single record. Technicians no longer need to piece together the result from notes, attachments, and manually tracked data.

January 9, 2026 7 min

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