Sharpei AI includes a comprehensive Role-Based Access Control (RBAC) system to manage who can see and do what across the platform.
Role management and account settings
Permissions are structured around resources and actions:
| Resource | Description |
|---|---|
| AI Assistant | Portal AI and chat functionality |
| Dashboard | Analytics and KPI dashboard |
| Applications | Application management |
| Customers | Company and contact management |
| Contracts | Lease and finance agreements |
| Payments | Transaction tracking |
| Assets | Equipment inventory |
| Merchants | Vendor management |
| Checkout | Customer checkout experience |
| Automations | Workflow automation |
| Settings | Platform configuration |
| Team | User and team management |
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Full access to all resources and actions, including settings, team management, and automations
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Application management, customer management, contracts, and payments. Cannot access settings or team management
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Scoped access to own applications and the checkout experience. Cannot see other vendors' data
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