The most under-rated feature in Groundwork is its permission model. Every screen in the platform is individually assignable to roles. Start from a sensible company default, then customize per person.
Most CRMs give you two roles: admin and user. Groundwork gives you six by default, all configurable, all with per-screen granularity — because a service business is not two kinds of people.
Groundwork's workflow engine lets you trigger tasks, emails, stage changes, and approvals from events across the platform — with a full audit log for compliance-conscious operators.
Every discount, permission change, and portal-access revocation is logged automatically — append-only, visible to Owners, and impossible to edit or delete, including by an Owner.
Employees & Teams is where staff get created, assigned to a role and a crew, and tied to the permission model above. It's the roster the rest of Admin points back to.
Clients sign in at their own portal to see the status of their job, without ever touching your internal workspace. Staff manage every invite from Admin, and can step into a client's exact view to troubleshoot.
Walk through your org chart with us — we will map it into Groundwork's access matrix in the demo.