Companies, branches, and access
Multiple companies, every access granted.
Rafaela Nunes, an AI agent, maintains company and branch records and prepares invites and permissions. The administrator grants each access; each person only sees the areas they were given.
Rafaela Nunes
Companies · Branches and access
AI agent
The module’s agent
You grant access. Rafaela prepares the records and invites.
Rafaela Nunes prepares the records and invites. Sending an invite or changing someone’s access is a decision for your company’s administrator.
Rafaela, Fernanda Lima starts Monday in finance at Filial Curitiba. Set up her access.
I prepared Fernanda Lima’s invite: company Filial Curitiba, as default, role Financial analyst, and access group Finance. She will see Filial Curitiba’s accounts, statement, and finance dashboards, and will not see sales, Matriz São Paulo, or Filial Campinas. The invite is awaiting the administrator’s approval.
Registers companies and branches with CNPJ, legal name, currency, and fiscal year start
Prepares invites with each person’s companies, role, and access group
Explains why a menu or a company doesn’t appear for someone
Shows who has access to each area and each company
Lists each agent’s permissions for the administrator to review
Companies and branches
Headquarters and branches in the same account, each with its own CNPJ.
Each company has a CNPJ, legal name, country, currency, and fiscal year start. The selector at the top of the screen switches from one company to another, and what belongs to each company stays there: accounts, invoices, inventory, and entries. Countries can be grouped into markets, including by company.
Filial Curitiba
Matriz São Paulo
Filial Campinas
Multiple companies and branches in the same account
Company selector at the top of the screen
Each user signs in to their default company
“My tasks” brings together the user’s tasks from all their companies
Access
Groups, areas, and invites define what each person sees.
Your company’s administrator sets up the groups and links each person to the companies they work in.
Users by company
Each user is linked to the companies they work in, with their role in each one and a default company to sign in to.
Access groups
Groups with roles and permissions, such as Finance, Purchasing, or Leadership. When someone changes roles, they change groups.
Areas
Screens are grouped by area. Anyone who wasn’t given the area can’t see the menu or open the screen.
Invites
Each new person joins by invite, with companies, role, and group already defined. The administrator approves it.
Records and agents
Who approved, when, and what each agent can do.
Steps that require approval, such as approving a quote or winning an opportunity, record who decided and when, and sensitive actions require a note. AI agents work with the permissions your company has granted, action by action.
Record of who approved and when, at steps that require approval
Required note on sensitive actions, such as losing an opportunity or requesting changes to a quote
Each agent’s permissions by record and by action
People-only actions, which the system refuses when the request comes from an agent
Approve-or-decline card in the chat when the agent asks for confirmation
AI agents can be turned off in the account
Record quality
One record for each customer, supplier, and product.
Sabrina Teles, an AI agent, finds duplicates among the records and proposes merging them. Merging two records is a person’s decision.
Finds duplicates in customers, suppliers, products, and contacts
Standardizes names, addresses, and documents
Proposes merging the duplicate records
The merge only happens when a person approves it
Grant access
Your company’s administrator approves each invite and changes each person’s access group. Rafaela prepares and explains.
Define the agents’ permissions
Your company chooses which records and actions each agent works on. Approving, winning or losing, issuing, paying, and merging records stay with people.
Turn agents on or off
AI agents can be turned off in the account. Each area’s work continues on the same screens, done by your team.
Record who decided
Steps that require approval record who approved and when. Sensitive actions require a note from whoever decided.
See companies, branches, and access at work, from invite to approval.
In the demo, with a sample company with Matriz São Paulo, Filial Campinas, and Filial Curitiba, we show the company selector, an invite awaiting the administrator, access groups by area, and each agent’s permissions.
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