Granular Company Permissions

January 30, 2026

Secure your financial data with precision. We have separated the permissions for creating and editing companies into two distinct categories: Customers and Non-Customers.

What’s new:

• Segregated Access: Define exactly who can modify Billable Customer profiles. Prevent unauthorized changes to credit terms, billing addresses, and contacts.
• Operational Flexibility: Give your operations team the freedom to create and edit Shipper/Receiver locations as needed, without exposing your customer database to risk.
• Improved Compliance: Reduce risk and strengthen your security posture by aligning user permissions strictly with job functions.

Why it matters:

Data integrity is critical for scalability. By segregating these permissions, you protect your revenue cycle from accidental errors and unauthorized changes, ensuring that only accounting and sales leadership handle financial data.

Available now in: Settings > User Management > Permissions

Admin access is required to configure permissions.