Four fixed roles never fit an agency exactly. The office manager needs a little more than a regular user, the freelancer should see a lot less, and the bookkeeper needs reports and invoices but has no business inside your projects. The usual workaround is handing out a role that is too heavy — “for convenience”.
The problem
Fixed roles force a choice you should not have to make
With fixed roles you constantly choose between two bad options: give someone too much access, or let them ask a colleague for every list they need. Both are expensive. Too much access means financial data circulating where it should not, and settings changed by people who did not mean to change them. Too little means interruptions, waiting, and shadow copies in spreadsheets.
The real cause is simple: every agency divides its work differently, and a tool with hard-coded roles cannot know how yours does.
How AdComPro does it
Roles you shape yourself, on safe defaults
AdComPro ships with four standard roles that work out of the box: administrator, project manager, user and reader. From there, the access screen lets you make the setup your own, in three steps.
- Create a role on top of a base role — the base decides everything you do not set explicitly
- Tick per module, and where useful per function group, what the role may see and do
- Assign people to the role — the role list runs from most to least rights, with your own roles in their true position
Three examples from agency practice
A Bookkeeper built on the read-only role, with reports and invoicing switched on and projects left off. A Freelancer built on the user role, trimmed down to time tracking on assigned projects. An Office manager built on the user role, with user management on top — without becoming an administrator. And when one person needs a single extra screen, you grant that one permission on top of their role instead of inventing a new role for it.
Guard rails included
Rules you never touch simply follow the defaults, so an update keeps behaving as expected. Administrators can never lock themselves out of user management. Deleting a role locks nobody out: its members fall back to their base role. And extra access per person only ever adds to a role, never subtracts — so a role always means what it says.
Curious how this fits your agency? See all features or start a trial and set up your first custom role in minutes.