Platform
System roles
System roles — part of Roles & Permissions.
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Part of Roles & Permissions
System roles lives inside SerapisERP Roles & Permissions. Owner through Viewer defaults.
Every record is organization-scoped. Roles use None / View / Edit / Manage on the parent module so people only see what their job needs. Toggle Roles & Permissions on for orgs that need it — leave it off for everyone else.
Because system roles sits in the same suite as sales, calling, marketing, and finance, the same client or job account can carry commercial and operational context without re-keying.
Capabilities
System roles
Owner through Viewer defaults.
Organization tenancy
Data is isolated per organization — no shared demo bleed across customers.
Role-gated access
Access is controlled through Roles & Permissions permissions (None / View / Edit / Manage).
Cross-module context
Works next to CRM, calling, and finance when those modules are enabled for the org.
FAQ
Is System roles sold separately?
No. System roles is part of Roles & Permissions. Platform modules are free to enable; optional usage (AI, SMS, voice, email delivery) is metered at provider cost + 12.5%.
How do I open System roles?
Enable Roles & Permissions for your organization, invite teammates with the right role, and use the product sidebar for that module family.
Does System roles share contacts with sales?
When Sales CRM (and other modules) are on for the same organization, records share the same org graph — that is the all-in-one thesis.
One command deck. Every department.
Create your organization, switch on the modules you need, invite your team with the right roles — and get back to running the business.