Section 01 · 11 articles

Roles & access

One page per role, plus the permission model behind every screen.

01Accountant role: invoices, payments, and financial reportsOwns the invoice-payment surface and financial reporting; reads customers and pricing. Cannot void invoices, run operations, or change pricing.AccountantOwner02Custom roles and editing the built-in rolesHow the Owner creates custom roles, tunes a built-in role's permissions, and assigns roles to teammates — and the guardrails that protect the system roles.Owner03Delivery role: run the drop, close it out, collect CODThe field role — works the shipping run, marks transit milestones, and collects COD. Three shipping keys, no order/invoice reads, no money screens.DeliveryOwner04Manager role: runs daily operationsThe Manager runs daily operations end-to-end, but purchase-return approval and other irreversible or tenant-admin actions stay with the Owner.ManagerOwner05Operator role: take calls, look things up, key in draftsA read-only role across the spine with one write: creating order drafts. Built for the person answering the phone who needs to check stock and price and start an order.OperatorOwner06Org units and responsibility keysModel branches, sites, warehouses, and approval responsibility without handing out global access.Owner07Roles and access: how Neev controls who can do whatWhat roles are, the seven built-in roles at a glance, and how permissions decide which screens and actions each teammate gets.OwnerManagerOperatorAccountantWarehouseDeliverySales08Owner role: full control of the businessThe Owner is the only role that can manage teammates, edit roles, install Packs, and change tenant settings — and it holds every operational permission too.Owner09The permission model: keys, layers, and how access is decidedThe mechanics under the roles — permission keys, the five layers, glob expansion, Pack gating, and exactly how a request is allowed or denied.Owner10Sales role: orders, customers, quotations, and WhatsAppThe front of the sales motion — parse and draft orders, manage customers and addresses, run quotations end-to-end, and chat on WhatsApp. Read-only on inventory and pricing.SalesOwner11Warehouse role: stock movement, packing, and receiving returnsThe floor role — reads orders, packs them, receives goods, runs adjustments and batch actions, and accepts returned stock. No money, no order creation, no master-data edits.WarehouseOwner