Role-based permissions, without enterprise complexity
Small businesses often face a false choice: either everyone sees everything (including payroll and margins), or the owner becomes a bottleneck who does every task personally.
ERP Mobi ships with role-based permissions on every plan, so salespeople see their pipeline, finance sees the money, and sensitive data stays with the people who should have it.
Access that mirrors your org
Permissions in ERP Mobi are practical, not bureaucratic:
- Roles determine which modules and records each user can see and edit
- Salespeople can be limited to their own deals
- Financial data can be restricted to the finance role
- Administrators manage users without involving support
Why this matters more as you grow
The first hire after the founders is when 'everyone sees everything' stops being acceptable. Setting roles early means growth never forces a painful data-access migration — you just add people to the roles that already exist.
Frequently asked questions
Are permissions available on the free plan?
Yes. Role-based access is part of the platform on every plan.
Can I change a user's role later?
Yes. Roles are managed by administrators and can be adjusted as responsibilities change.
Can I remove access when someone leaves?
Yes. Deactivating a user immediately removes their access while preserving the records they worked on.