RightCortex Admin

Click a row to edit permissions

Fallback Recipient

When an inbound email doesn't match any salesperson's territory, send it to:

Editing permissions for

Quick set sets the boxes below — review, then Save

Assigned Territory applies to Lighthouse, Horizon & all modules

All countries accessUntick to restrict to specific countries

Assigned countries

Only ticked countries visible across all modules

Lighthouse & Voyage — Sales & Shipments

Can access Lighthouse & VoyageSales dashboard + shipment tracking (one shared access)

Can see revenue figuresShow AUD amounts in Lighthouse

Can edit shipmentsUpdate status, kanban in Voyage

Comment on shipments onlyView + add comments in Voyage

Stamp — Tasks & To-do

Can access StampTasks, to-do, project management

Can use Stamp RequestsSubmit & sign-off requests. Untick for contractors — tasks only.

Flare & complaints

Can work complaint casesThe board, the wiki and other people's cases. Everyone can RAISE a complaint or suggestion without this.

Can see complaint costsCredit given to the customer and credit recovered from the supplier

Bulletin & Passport

Can access BulletinLinkedIn posts & marketing comms

Can access PassportConsolidated commercial invoice & packing list

Compass — Quality & Supplier

Can access CompassInspections, NCR, certs

Compass adminScorecards, AI Validator

Commitments & Production WatchMeeting logs, action items, manufacturing milestones

Home Dashboard, Upload & Admin

Bridge dashboard on homeKPIs, Voyage, Lighthouse, Crew at a glance

Can upload sales dataAccess the upload page

Admin accessFull access + user management

Trail — Product Library

Anyone with a login can view the live catalogue, download attachments & comment. The tickboxes below grant more.

NPD pipelineSee non-live products, NPD board & Attention. Without it: live catalogue only. Ideas need their own grant below.

Ideas parking lotSee idea-stage products — the maybe list. Product manager & above; never external.

Suppliers — viewSee supplier identity (name/code) & the Suppliers tab. Independent of NPD.

Suppliers — manageAdd / edit / delete suppliers. Needs Suppliers view too.

Edit productsCreate/update products, uploads, variants

See costsCost price & tooling figures

Approve files & issue guidesSign off a new or replacement file so it becomes the live version (incl. what suppliers send); issue vendor guides; decide new-product requests.

Only these modulesAn outside login (designer, agency, contractor): the API refuses every module not ticked below and the home page shows only these. One module ticked — they land straight in it. A supplier login always keeps Trail; ticking modules here adds them on top (takes effect at their next sign-in).

Supplier login (factory staff)

Supplier sees their productsTrusted factory: read-only view of every product they make (no prices, costs or notes) and they can send new photos, drawings and files. Each file is held for approval, must say what changed, and opens a review request for the reviewer.

Purchase orders from these suppliersVoyage's Purchase tab for this factory login: tick the JCurve vendors whose POs it may see and update. Nothing ticked means every supplier. Takes effect on their next load.

Loading suppliers…

A supplier login sees the Requests we send their factory — and, with the tickbox above, their own products. Every other tickbox is ignored for them; they never see costs, prices, internal notes or other suppliers, and nothing they upload goes live until someone with Approve files accepts it. External emails also need a password (Sign-in access below).

Pennant — Marketing Library

Anyone with a login can browse, download, comment and raise a change request. The tickboxes below grant more.

Edit collateralCreate documents, upload new versions, link products & ranges, resolve change requests

Approve versionsSign off a new version so it becomes the live one; retire a document. Without this an upload waits.

Caroma Trade — GWA portal lookup

Use Caroma TradeLook up Caroma codes: components, photos, files, warehouse stock and our price on caromatrade.com. Admin does not include this.

Can access ScoutBrand monitoring, field notes

Scout adminManage Scout access

Can access AtlasSupplier catalogue

Horizon — Relationship Intelligence

Crew — Expenses

View all expense claimsOtherwise a person sees only their own

Edit / delete any claimFinance — modify or remove any claim

Accountant reviewFirst-stage approval of a claim

Final expense approverSign-off after accountant review

Mark lodged in JCurveRecord the real Vendor Bill number

Expense approver — who approves this person's claims

Task routing — not an access permission

This person receives claim to-dosGets the Stamp to-do to review each claim, then to lodge it. Only one person holds this — saving moves it off whoever has it now. Requires Accountant review + Mark lodged.

Crew — Leave

View all staff leaveOtherwise a person sees only their own

Manage leave balancesSet / adjust annual & sick leave. Also receives the monthly leave audit email

Approve leave — fallback onlyApplies only to employees with no Manager set. Normally a person's Manager approves their leave

Crew — People

People tabView employee profiles and contact details

HR — manage employeesAdd, edit and deactivate. Deleting an employee is admin-only

View compensation & salarySalary, bonuses, allowances

Employee documentsContracts, certificates

ⓘ Performance reviews and incident notes are not a tick-box. They can be read and written only by the employee's Manager (set on their profile in Crew → People) — and by a Crew admin.

Crew — Admin

Crew adminEverything above, plus reading every review and salary, and permanently deleting employees

Sign-in access for China / when Google is unavailable

Everyone signs in with Google by default. Turn on a password here for anyone who can't reach Google (e.g. China). This is added to Google, not a replacement.

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Password (min 8 chars)

Optional. Leave off for a temporary contractor.

Access expires (optional — for contractors)

The QA Team logs in with a shared PIN — no individual accounts. Configure what they can see and do in Compass, and manage the PIN below.