Section 01 · 10 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: see what to deliver and the invoice with itThe most restricted role — read-only on just orders and invoices, so a delivery agent can see the order and its invoice and nothing else.DeliveryOwner04Manager role: runs daily operationsThe Manager handles orders, inventory, intake, returns, invoicing, pricing and quotations end-to-end — but not voids, deletes, supplier archiving, or any tenant-admin power.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.OperatorOwner06Roles 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.OwnerManagerOperatorAccountantWarehouseDeliverySales07Owner 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.Owner08The 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.Owner09Sales 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.SalesOwner10Warehouse 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