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Three questions every owner asks before letting an agent work: who sees what, what waits for whom, and who did what. Here is how SalexHub answers each.
Three answers.
Each answer is a setting you make once and a place you read it back.
Seven built-in roles and your own, teams that nest, sharing rules, and for each property Edit, View, Masked or Hidden. View as user shows what one person can reach, and why.
- You get
- Each person holds what their work needs, and the Agent never holds more than its person.
An approval rule holds an act until the people it names decide, in order: an order over an amount, a quote over a discount, a leave request for the manager and then HR. Nobody decides their own request.
- You get
- The act waits in Approvals, with who decides it and at which step.
The audit log records each act, including what was refused. Filter it by who, by kind of act or by outcome, and ask the Agent what happened, within your rights.
- You get
- Acts kept for 24 months; how far back you read depends on your plan.
By default the Agent shows each change as a card first. Only the Owner can let it act on its own, and sharing, field access and roles wait for a person in every mode.
- You get
- The autonomy you chose, and what always waits whatever it is.
Where it lives.
Every page of the product is on All features.
Decide once, read it back any time.
Set the roles and the approval rules, and let the Agent work inside them.