Roles and permissions
The right access for every person.
Admin, staff and customer, each with the right access. Three roles keep access simple: admins configure, staff operate and customers see only their own data.
Who can do whatIllustration
What it does
Roles and permissions in Knock
Knock has three roles. Admins configure and see everything, staff run day-to-day billing, and customers see only their own subscriptions and invoices. Pip follows the same limits as the person it is talking to.
How it works
Four steps
- 01
Admin sets up
Catalog, taxes, discounts and the team.
- 02
Staff operate
Quotes, subscriptions, invoices and payments.
- 03
Customers self-serve
Their own subscriptions and invoices.
- 04
Pip respects it all
Tools and answers are scoped to your role.
Capabilities
Key capabilities
- Three clear roles
- Customers isolated to own data
- Role-aware navigation
- Role-aware Pip tools
- Irreversible actions need confirmation
- No complicated permission matrix
Frequently asked questions
Related features
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