Permissions now do exactly what they say
Settings → Permissions now governs every screen and action, financial figures and customer details are properly protected, and bulk import gets its own permission.
Changes & improvements
This release makes your permission settings authoritative. When you set something in Settings → Permissions, it now takes effect everywhere — across every screen, menu, and action — for the built-in roles and any custom roles you've created. We also closed a handful of places where access was tied to a fixed role and quietly ignored your settings.
Your permissions govern the whole app
A few screens and actions used to be locked to a fixed role regardless of what you'd configured. They now all read from your permission settings, so granting or removing a permission actually changes what each person can see and do. Business Manager and any custom roles are honoured wherever permissions apply, instead of being treated as a stand-in for "salesperson".
Financial figures stay private
The Sales Pivot report now respects gross-profit permissions — staff only see the profit, rebate, and finance figures they're allowed to. Financial columns across reports and the dashboard hide automatically for anyone without gross-profit access.
Customer details are protected
Customer records — names, dates of birth, licences, addresses, and contact details — can now only be edited or deleted by staff who have the right permission, rather than being open to any active team member.
Bulk import has its own switch
Importing deals in bulk is now a separate permission from creating individual deals. You can let managers import without giving salespeople access — it's off for salespeople by default — and adjust it per role in Settings → Permissions.
Deal workflow follows your settings
Sending a deal to a manager, withdrawing it, manager sign-offs, cancellations, and status changes all follow your permission settings now — while salespeople keep self-service on their own deals. Settings, stock, reports, and team screens, deal right-click menus, and which tasks each person sees all reflect the permissions and access scope you've configured.
Sales log capture is smoother
Quick Add from the Sales Log now opens the slide-out capture drawer, while the main New Deal button and the customer write-up options take you to the full write-up screens. The drawer also supports the same salesperson reassignment permission as the full write-up, and lets permitted users mark Customer signed, Deposit paid, and Manager approved at the point of capture.
Saved Sales Log views also handle longer names more gracefully, and grouped Chery views now keep new Tiggo 4 and Tiggo 7 deals with their existing model groups while leaving genuinely unscheduled deals separate.