What is this person here to do?
On your side: inquiries, the catalog, customers and machines in the field, or accounts. On their side: machines, parts requests, or their own team.
A distributor should see their customers. A customer should see their machines. Your catalog team should not need the service desk. Nobody else walks in.
You do not hand out “admin” and hope. Each login answers three questions. Change one without touching the other two.
What is this person here to do?
On your side: inquiries, the catalog, customers and machines in the field, or accounts. On their side: machines, parts requests, or their own team.
How far does that work go?
Only these languages. Only these product lines. Only these machines. Empty means all of it - and that is a choice, not the default you have to live with.
Whose customers are theirs?
Only the accounts you assign. A distributor cannot open another distributor's book. A customer cannot open another plant's machines.
| Who | What they walk into |
|---|---|
| Your company | IT and management set branding, languages, accounts. The product and service team run the catalog, the machines, and the inquiry desk. |
| Distributors | Their own workspace. Their links, the inquiries they earned, the customers in their book - and those customers' machines. Not anyone else's. |
| Customer companies | Their machines, their fitted history, what is due, the parts request. The person who signs the contract invites the rest of their team. |
| You, on the box | The software runs on your server. Licence state is checked. The catalog and the customer list stay where you put them. |
The plan is held centrally, so changing it takes effect immediately - no redeploy, no migration, no call.