Key concepts

The ideas behind BizCortex: companies, apps, packages and bundles, roles and permissions, and country packs.

In this section · 19 pages

• Companies and members

  Every company is a separate space with its own data, packages, country and members.

• Apps

  BizCortex is organised in apps; each app groups related areas and has its own sidebar.

• Packages

  Packages are the booked areas of BizCortex. Exactly which modules each package contains.

• Bundles: Starter, Pro and Enterprise

  Bundles are ready made combinations of packages.

• What is always available

  Functions that every company has, whatever it booked.

• When an area is not booked

  What you see when you try to use an area your company has not booked.

• Roles and permissions

  How roles decide what each member may see and do.

• What every member can do

  The basic permissions that come with every role.

• Owner and Administrator

  The two roles with full access.

• Accountant

  Finance, sales, purchasing, banking and tax, with read access to payroll.

• Sales

  Customers, quotes, invoices, projects, leads and calling.

• Purchasing

  Vendors, purchase orders, bills and inventory; approvals stay with accounting.

• HR manager

  Employees, leave, payroll and recruiting.

• Employee

  The own area, tasks, calendar and documents.

• Viewer

  Sees almost everything, changes nothing.

• Compliance (audit only)

  Privacy, audit log and calling compliance, without business data changes.

• Company roles (custom roles)

  Create your own roles that decide exactly who sees, edits and approves which areas.

• Permissions a company role can never have

  Rights that stay with the built in Owner and Administrator roles.

• Country packs

  How BizCortex adapts accounting, tax and invoicing to the country of your company.