Built for Contractors
PLATFORM / ROLES & ACCESS
Team Access
Role-Based Control. Crew Efficiency.
Manage your entire team with specific roles and permissions. Keep your data secure and your crew focused.
ACCESSROLE-BASED
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
01 / THE REVENUE GAP
Three steps to revenue.
01
Invite Your Team
Send invites to your crew and set their specific role.
02
Define Permissions
Control exactly what data and tools each member can access.
03
Monitor Output
Track activity and performance across your entire organization.
02 / Overview
Team Access
Everyone in their lane. Kaching allows you to define who sees what—from field crews and sales reps to office admins and business owners.
Unlimited team members with granular roles
Field crew vs Office admin access levels
Individual performance and activity logs
Internal task and assignment management
Team calendar and scheduling views
Secure multi-factor authentication
Security Matrix / Team Access
Status: Role-Based Encryption Active [v4.2]
Add Member
Permissions Matrix: Sarah Miller
ACCESS_LEVEL: LEVEL_4_MGMT
SECURE_AUTH
Vault Sync
MFA_STATUS: VERIFIEDEfficiency Output Matrix
SCORE: 9.42 / 10.0
OPTIMIZED
03 / ACCESS LOGIC
THE PERMISSION MATRIX
1
Role Selector
Pre-set templates for Admin, Sales, Crew, and Tech.
2
Visibility Rules
Control who can see financial data or client details.
3
Activity Stream
Global log of who did what across the entire system.
4
Task Assignment
Clear accountability with linked tasks and deadlines.
5
Credential Vault
Secure management of team logins and MFA status.
6
Rep Performance
Technical metrics on individual team output and efficiency.
1
2
3
4
5
6
Security Matrix / Team Access
Status: Role-Based Encryption Active [v4.2]
Add Member
Permissions Matrix: Sarah Miller
ACCESS_LEVEL: LEVEL_4_MGMT
SECURE_AUTH
Vault Sync
MFA_STATUS: VERIFIEDEfficiency Output Matrix
SCORE: 9.42 / 10.0
OPTIMIZED
Start Now
MANAGE YOUR CREW
See how this feature fits into your workflow.