Roles and permissions

Vivotics ships three base roles and lets you build custom ones on top.

The base roles

• Admin: full workspace control, plus admin-only areas (Automations, Forms, Magic links, settings).
• Employee: works on what they are assigned; sees the modules you enable for them.
• Client: portal only; sees their own projects, invoices, docs, tickets and action items.

Permission granularity

Each capability (view, add, edit, delete) on each module can be set to all records, added (only records they created), owned (only records assigned to them), both, or none. That is how you express things like "employees can edit their own tasks but only view others".

Custom roles

Create roles under Settings > Roles and Permissions: start from a base role, adjust the matrix, and assign the role to members. Typical additions: a Finance role (invoices and payments, no HR), a PM role (everything on projects, no company settings).

Feature-specific notes

• Automations, intake forms and magic links are deliberately admin-only.
• The Action items page and Workload view are for employees and admins; clients never see them.
• A client's ability to complete tasks applies only to tasks explicitly assigned to them.