Role permissions should map directly to operating responsibilities. Start narrow, then expand with controlled audits.
Minimum recommended role split
- Field rep: order capture, visit logging, assigned outlet insights.
- Area manager: team visibility, approvals, route adjustments.
- Regional lead: territory performance, escalation and policy control.
Audit checklist
- Verify unauthorized dashboard access with test accounts.
- Review role changes weekly during active rollouts.
- Export permission logs for compliance reviews.