Team roles in Fichero: a practical permission model
As teams scale, roles must be clear. Too much access creates risk, and too little access slows operations.
Fichero supports role-based collaboration so each person sees and edits what they need for daily work.
Suggested base roles
- Admin: organization settings, users, roles, integrations, and global visibility.
- Operations: visit planning, status updates, notes, photos, services, and products.
- Sales/Front desk: client onboarding, scheduling, and payment registration.
Permission boundaries that usually work
- Keep billing and account-level settings limited to admins.
- Allow operations to manage visit records, but not user permissions.
- Allow front desk to create/edit appointments and register payments.
- Keep audit visibility for managers across all visits and balances.
Governance routine
- Review active users and roles monthly.
- Disable access immediately for inactive team members.
- Re-check permissions when workflows change.
A role model is not static. It should evolve with your team structure and business process maturity.