Demo workspace/Settings
Demo dataWorkspace
Settings
Identity, access, integrations, and business defaults.
Demo
Northstar Workspace Co.
USD · America/New_York · April fiscal year
Tenant protection designed
RLS policies and composite tenant keys
Every business row carries organization_id
Roles enforced beyond hidden buttons
Audit and activity logs stay separate
Integration readiness
Live server checks report configuration presence without exposing secret values.
Vendor-neutral MSP adapters
Planned connectors map external IDs to Biz24seven records without making any provider the source of truth.
ConnectWise / Autotask / HaloPSA / Syncro
NinjaOne / Atera and other RMM providers
Microsoft 365 / Google Workspace
Roles & permissions
Preset roles backed by granular permissions and RLS.
| Role | People | Customers | Sales | Inventory | Finance | Workspace |
|---|---|---|---|---|---|---|
| Owner | 1 | Manage | Manage | Manage | Manage | Own |
| Admin | 1 | Manage | Manage | Manage | Manage | Manage |
| Sales | 2 | Manage | Manage | Read | Limited | — |
| Technician | 3 | Read | Read | Manage | Read | — |
| Finance | 1 | Read | Manage | Read | Manage | — |
| Viewer | 0 | Read | Read | Read | Read | — |