Product › Team & field › Roles & permissions
Give everyone exactly the access they need
Build roles from a matrix of modules and actions, limit data by branch, and keep an audit trail of who changed what.
Roles & permissions: what you get
- Custom role builder. View, create, edit, delete and assign per module.
- Plan-aware. You can only grant access to modules your plan includes.
- Branch segmentation. Optionally restrict agents to their own branch's data.
- Audit trail. System activity records who did what and what changed.
- Tenant isolation. Each workspace's data is fully isolated.
How it works
- Create a role.
- Tick modules and actions.
- Assign to staff.
- Review activity any time.
Where Realto AI helps
- Realto AI respects the same permissions: it only suggests what a person may see.
For your agents
Agents see only what their role allows, in the same way as on the web. Explore the Realto agent app.
Plan availability: Part of the Staff Management module — planned for the Enterprise plan (coming soon).