ACCESS AND CONTROL

Who sees what. Who changes what.

Give every user in Cove a role, so that everyone sees and does exactly what their work needs.

  • Ready-made roles for a quick start
  • View or edit — by module
  • An email invitation with a chosen role

Everything you need. In one workflow.

  • Ready-made roles

    Administrator, member, accountant and viewer — each with a clear description of what it sees and what it changes.

  • Custom rights

    For every member, choose No access, View or Full for every page, and what they manage. From the Business Pro plan.

  • Rights by module

    Invoices, revenue, expenses, stock, payroll and the books are separate modules, each with its own access.

  • Invite colleagues and accountants

    Add people to the company with an email invitation and a chosen role. An invitation is valid for 14 days.

  • A trail of every action

    Who created, changed or deleted a record, when and with what value — in the audit log. From the Business Pro plan.

  • Several organizations

    One user belongs to several companies, with a separate role in each, and switches between them in one click.

Control that doesn't slow the work down.

The right people reach the right information — with no needless approval steps and no risk of an accidental change to someone else's document. The right to change is checked in the database itself, not only in the interface.

AUDIT LOG

Who changed what, and when

From the Business Pro plan, every record created, changed and deleted stays in the audit log — with the person, the time, the field and the value before and after the change.

  • Every change, field by field

    The old and the new value — across clients, invoices, expenses, employees, payroll, members and more.

  • Filters by member, record and action

    A search of the log and filters for creating, changing and deleting.

  • The record's own activity

    The history of a client, a product or a sales opportunity — on their profile.

Clear steps. Connected data.

  1. Step 1

    Set the roles

    Pick a ready-made role or set custom rights, as your team needs.

  2. Step 2

    Invite the team

    Add colleagues and accountants by email, with the role they need.

  3. Step 3

    Keep access current

    Change a role or remove a member when the team or its responsibilities change.

Questions you may have

Ready to run your business simply and efficiently?

Get started with Cove today.