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SLABOS / THE WORKFLOW IN ACTION

Role-based permissions across the shop

Configure roles and permission groups around the team's work. The clip explains owner financial access, restricted team AI answers and named change history.

THE WORKFLOW IN ACTIONSLABOS · 34 SEC
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SlabOS workflow article · 31Documentation review · September 15, 2026

Give each person the actions and information their work requires.

SlabOS documents separate Read, Create, Update and Delete grants where offered, along with Full control and broader application access. Drawing-only views, quote prices, cost/margin information, files and integrations have distinct requirements.

The important question is the actual action a role can perform, not just the role’s name. Crew access does not automatically provide inventory access; granting a send action does not connect a mailbox; running QuickBooks sync is distinct from configuring integrations. Owner and administrator behavior also has explicit rules that need to be preserved in an access matrix.

Inputs, outputs and an example to evaluate

Inputs: User responsibilities, assigned roles and applicable account restrictions.

Outputs: Access appropriate to the user's permitted work.

Compare a synthetic estimator and crew account performing their respective tasks, including an action each should not be able to perform.

Scope to understand

Hiding a section or choosing a saved view is not an authorization test. Validate the actual action and record scope.

Public capability guides and product sources

Published by SlabOS. Documentation review: September 15, 2026. Basis: Public product and operating documentation. This article is a workflow explanation, not a newly performed product test.

Current product capabilities

The platform page connects countertop estimating and drawing with scheduling, inventory, crews, customer communication and financial work. The linked capability guides explain individual inputs and outputs within that broader workflow. Read the Features page →

The pricing page is the public source for the commercial model and included capabilities. Product availability and a shop’s implementation scope should be distinguished from price calculations or assumed savings. Read the Pricing page →

Explore the capability in context

Continue into the related public explanations for inputs, outputs and scope.

Connected product pages and tools

SLABOS IN MOTION 11 FILMS

SEE THE WORKFLOW.IN MORE DETAIL.

A closer look at the decisions, details and handoffs that make the work happen.

A Flag Not An Outage

3:07 AM. Someone signs in from a datacenter across the ocean. Flagged, and SlabOS security is alerted. 3:41 AM. You sign in from vacation, outside your usual countries. Straight in. A high score never blocks you. A flag, not an outage. slabos.com

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Locked views for each person's records

Set a person's lists, search and calendar to their own quotes, jobs, invoices and clients, or allow the list while restricting other records. The user cannot unlock their own view.

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Disable a departing user's access

Disable the user and save to refuse their next request across devices. Their jobs, records and change history remain with the shop.

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Trace a screenshot to its session

See the optional SlabOS session watermark display the user's email, shop name and time on the screen. The watermark is enabled at the shop's request.

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Separate shops, separate business records

See shop-specific record checks and the SlabOS privacy policy's commitments for prices, margins and supplier deals. The clip quotes the published privacy policy.

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One password reset ends old sessions

See how resetting a SlabOS password through the emailed link signs out the old sessions across devices after a phone is lost.

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How SlabOS access links expire

Follow the different lifetimes of signing codes, password resets, downloads, invitations, AI keys and partner links, alongside the customer's ongoing quote-to-payment portal link.

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Repeated sign-in attempts and account lockout

See repeated failed sign-ins trigger account lockout and recorded login activity. The clip demonstrates the five-attempt, fifteen-minute lockout described in the source.

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The AI permission check's second opinion

Follow a team member's financial question through the illustrated SlabOS AI permission checks, including a second review that withholds an answer when it cannot complete its check.

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Rotate your website quote widget key

Replace the quote widget key in Settings to invalidate old snippets, then install the new snippet on your website. The clip also shows the email-or-phone requirement for incoming leads.

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Give every teammate a named login

Add individual SlabOS logins with unlimited users and no per-seat fees. Review devices in Login History and see whose name is attached to a change in the Change Log.

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Explore the capability guides, workflow articles, product reports and connected resources behind SlabOS.