TradeLife capability
Teams, assignments and permissions
Give people access to the work they need while keeping finance, approvals and company-level controls with the appropriate roles.
Built for: Trade businesses moving beyond a single owner and coordinating field, office, management or finance users.
What it helps you do
- 01
Assign people to jobs and programme work without giving every user the same application access.
- 02
Use role and seat controls to separate field access from office, management and finance responsibilities.
- 03
Keep sensitive approvals and company-level financial surfaces restricted to the roles intended to use them.
Evidence it can use
- Organisation membership
- Role and seat type/status
- Job assignments
- Permission checks on protected application and API routes
Availability
One Owner or Director seat is included in the published plan model. Additional role-based seats and wider team capabilities are priced separately or included according to plan.
Check current plans →Where the boundary is
- Permissions reduce access according to configured roles; the organisation remains responsible for assigning the correct people and removing access when it is no longer required.
- Some team and department capabilities depend on the selected company plan.
Related TradeLife capabilities
Quoting & proposals
Price work with business context, present the agreed scope clearly and keep customer decisions tied to the job that follows.
Jobs, calendar & maps
Keep the agreed job, people, dates, visits and day-to-day actions connected so the work can be run from one operational record.
Financial clarity
Connect the price, job, costs and available financial evidence so a busy diary can be separated from a commercially healthy business.
Want the wider product context?
The Trust Centre explains how TradeLife treats evidence, permissions, connected services and AI-assisted decisions.