How it works

Roles & Permissions

Stay in control of your data, easily give the right access to the right people

Keep your data secure and your team productive with powerful roles and permissions. Easily control who can access, edit and delete your data, and ensure your team has the right level of access to get their job done.

Map view

Roles and permissions enable you to control who has access to what, and what they can do.

Roles represent the different types of work people do in your business, and permissions define what they can do in Kinabase. Easily set up roles that align with your business job titles, and assign permissions to suit your business needs.

Use roles alongside workflows to ensure the right people play their part in your processes.

Stay in control, and ensure your data is secure and protected.

    Roles and permissions enable you to...
  • Create roles that align with your business job titles
  • Assign permissions, and gain clarity on who can do what
  • Decide who has access to which collections
  • Control who can view, edit, delete and export records
  • Ensure your data is secure and your team is productive
Control who has access

Quickly configure roles and permissions

Create roles that align with your business job titles, and assign permissions to suit your business needs.

Decide which roles have access to:

  • View and edit collections and fields
  • View, edit, delete records
  • Import and export data
  • View and edit tasks
  • View and edit files
  • View and edit activities

Roles and permissions
Expenses workflow
Right information, at the right stage

Integrate permissions into your existing workflows

Designed to work seamlessly with your existing workflows, permissions ensure the right people can play their part in your business processes.

You can:

  • Control who can view and edit records at each stage of your workflow
  • Set up rules, approvals, and signatures as part of your processes
  • Ensure your team can only see their own records
  • Ensure your managers have the access they need to make decisions

For example, you can specify that expenses can only be approved by a manager if it's within their approval limit, and can't be modified afterwards.

Data Security

Keep your information secure, and stay compliant

As an administrator, you can set up robust permissions, protecting access to sensitive information. Restrict who can import, export or delete data, and safeguard your data from unauthorised access.

With full audit-logging, you can monitor your team's usage of Kinabase and ensure your data is secure. Maintain the balance between control and operational flexibility, while remaining compliant with your industry's regulations, like GDPR, ISO 9001 and ISO 27001.

Cambridge Kinetics holds full Cyber Essentials Plus certification, and is BSI ISO 9001 certified.

View all updates

Latest updates from the Kinabase team

Feature Update
Add signatures, permissions and fields to your workflows
Add signatures, permissions and fields to your workflows

17 May 2024

Add signatures, permissions and fields to your workflows

Set up approvals, signatures and more as part of your workflow with advanced permissions and additional fields. Allowing you to tailor your workflows to your exact needs and boost your team's productivity.

Feature Update
Enhance security with improved permissions management
Enhance security with improved permissions management

04 Apr 2024

Enhance security with improved permissions management

Quickly visualise what each of your team members has access to when setting up roles in Kinabase, and ensure the right people have access to the right data.

Feature Update
Easily export all your data in just a few clicks
Easily export all your data in just a few clicks

20 Nov 2023

Easily export all your data in just a few clicks

We know how vital your data is to your company and operations, so we've made it as straightforward as possible for you to export it. We don't want to lock your data away. After all, your data is exactly that -- yours!