0
Total Employees
0
Active Depts
0
Team Admins
0
Dept Heads
The Finance Module column grants access to Project Report (Projection), CMA Report, and Credit Brief (One-Pager). Read = view & use; Write = save reports.
BookMyCA CRM — Tick the department column to grant access. Each employee sees only their assigned CRM tabs.
Subsidy
Shahrukh
Vikram
Ramesh
Export
Equity
MCA ROC
GST Reg
| Employee | Department | Position | Team Admin |
Client Master R W E |
Admin Tasks R W E |
Task Portal R W E |
Invoice Builder R W E |
Reports R W E |
Agreement R W E |
Checklist R W E |
Ad Master R W E |
PDF Tools R W E |
Attendance R W E |
🧾 ITR Module R W E |
📊 Finance Module R W E |
CRM Subsidy |
CRM Shahrukh |
CRM Vikram |
CRM Ramesh |
CRM Export |
CRM Equity |
CRM MCA ROC |
CRM GST Reg |
Can Assign Task |
Can Upload Output |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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