The right access for everyone. IDup lets you control exactly who can see and do what — secure, granular and simple enough that you actually keep it up to date.
Access control is the part of running a company that only becomes visible when it fails. A freelancer who still has a login eight months after the project ended. An intern who can open salary data because it was easier to give full access than to configure a role. A departing employee whose account nobody closed because the password was shared. Each of these is a data-protection incident waiting for a reason to happen, and each of them exists because the alternative felt like too much administration.
IDup makes least-privilege access the easy path. Roles define what a person can see and do in each area — accounting, invoicing, customers, projects, documents, HR, payroll — and you assign a role instead of configuring a person. Everything is logged, everything is reversible, and removing someone from the entire platform is one action rather than a checklist across five systems.
Fine-grained control over every area of the platform — view, create, edit, delete and export, per module. Build the roles your company actually has instead of choosing between full access and no access.
Add, remove and organise users in seconds. Invite a colleague, an accountant, a trustee or a temporary contractor with the exact rights they need, and revoke everything across the whole platform in one click.
See who did what, and when — across bookings, invoices, customer records, documents and settings. Accountability stops being a matter of trust and becomes a matter of record.
Least-privilege access, encrypted transmission and storage, EU and Swiss hosting. New users start with the minimum their role requires rather than with everything until someone remembers to restrict them.
Give each person exactly the access they need — nothing more, nothing less. A project manager sees their projects and the customers behind them. Your bookkeeper reaches accounting and receipts but not HR. A field technician uses the mobile app for tickets and time and never sees a price list.
Because roles are reusable, this stays manageable as you grow. You are not maintaining twenty individual permission sets; you are maintaining five roles and assigning them.
External parties get the same treatment. Your trustee, tax advisor or an agency can be invited into a defined slice of the platform with their own login — which is both safer and far less work than exporting data and emailing it around.
A complete audit trail records every action, for compliance and for peace of mind. Who changed a booking, who deleted a document, who exported a customer list, who altered a permission — with a timestamp, permanently.
That is a legal requirement in most of Europe for financial and personal data, and it is the single thing that turns a data-protection question into a five-minute answer instead of a week of uncertainty.
It also changes internal dynamics for the better. When actions are attributable, mistakes get corrected instead of hidden, and nobody has to be suspected of anything to establish what actually happened.
From one user to hundreds, access management stays simple. Add a person, assign a role, done — and if the structure changes, adjust the role once and everyone holding it follows automatically.
Multi-tenant workspaces take it further for companies with several entities, brands, branches or client mandates. Each workspace has its own data and its own permissions, while you keep one login and an overview across all of them.
The practical outcome is that growth does not create a security debt. New colleagues, contractors and advisors join with correct access from the first day, and leave without a trace of open doors behind them.
Ask any growing company who currently has access to its customer list, its bank data and its salary information, and the honest answer is usually “I would have to check”. That uncertainty is the risk, more than any single account.
It builds up quietly. Shared logins because it was faster. Full rights because the role model was never defined. Former contractors nobody removed. Exports sitting in personal mail folders. None of it is negligence; it is the natural result of access being administered across several disconnected tools.
One platform with one permission model removes the accumulation. There is a single place that answers who can see what, a single action that changes it, and a single trail that shows what was actually done — which is the difference between believing you are in control and being able to demonstrate it.
User and access management is one part of IDup, not the whole product — and you don’t pay extra for the rest. The same login gives you accounting with AI receipt capture, invoicing and online payments, tax filing and annual statements, financial reports, a complete CRM with leads, estimates, contracts and projects, a helpdesk, a client portal, employee and payroll management, a document vault and multi-tenant workspaces.
It also gives you the modern layer most business software simply doesn’t have: IDup AI as an assistant across the whole platform, an AI chatbot for your website, automated workflows, a social media agent, marketing campaigns, and a shared inbox that brings WhatsApp, SMS, email and social conversations into one place.
The practical effect is that permissions finally mean something. One role governs what a person sees in accounting, sales, projects, documents and messaging at once — on desktop and in the mobile app, GDPR-compliant, on secure servers worldwide, in 27 languages.
Sarah J.
Since implementing the AI Assistant, our support response time has dropped by over 70%. It handles thousands of customer queries daily without missing a beat.
Mark T.
We were struggling with after-hours customer inquiries. Now, the AI Assistant works round-the-clock, giving instant answers and even booking appointments for us.
Amina K.
The AI system adapted perfectly to our business needs. We appreciated how customizable it was—from branding to workflows.
Rajeev T.
We’ve been able to cut down payroll errors by almost 90% since switching to this system. The reports are detailed and help with our compliance and audits. Highly recommended.
IDup unifies accounting, invoicing and payments, AI receipt capture, tax filing, annual statements and financial reports with a full CRM — leads, estimates and contracts, projects, tickets, calendar and a client portal. On top of that sit IDup AI, an AI chatbot, automation and a social media agent, a shared inbox for WhatsApp, SMS, email and social, marketing campaigns, employee and payroll management, permissions, multi-tenant workspaces, a document vault, cloud access and a mobile app for iOS and Android.
One permission model covers all of it — so a person’s access is defined once and applies everywhere, instead of being configured separately in five different tools.
Per module and per action. You can allow viewing but not editing, editing but not deleting, and creating but not exporting — separately for accounting, invoicing, customers, leads, projects, tickets, documents, HR, payroll and settings.
Roles bundle those rights so you assign a role rather than a hundred checkboxes, and a change to the role applies immediately to everyone who holds it.
Yes — that is one of the most common uses. Your advisor gets their own login with access to accounting, receipts and reports, and no access to HR, salaries or customer communication.
They then work on live data instead of on an export, which removes the annual ritual of zipping folders and emailing them, and removes the security risk that goes with it.
You revoke access in one action and it applies across the entire platform at once — web, mobile app and API. There is no list of systems to work through and no shared password to change.
Their historical actions remain in the audit trail, and their records are archived rather than deleted, so obligations are met while access is closed the same day.
It covers the actions that matter: creating, changing and deleting records, document access, exports, permission changes and logins. Each entry carries the user, the timestamp and what changed.
Automated actions and anything IDup AI performs on your confirmation appear in the same trail, so an automated process is exactly as traceable as a manual one.
Yes. IDup is GDPR-compliant, hosted on secure, GDPR-compliant servers worldwide, with encryption in transit and at rest. Granular permissions and the audit trail are precisely the technical and organisational measures a data-protection regime expects you to have in place.
Data can be exported or deleted on request, and access to personal data is restricted by role rather than by convention.
No. Setting up roles is a matter of ticking what a job actually needs, in plain language. Sensible defaults are provided, so a small team can be correctly configured in a few minutes.
For larger organisations, workspaces and role templates keep it structured as the number of people and entities grows.
Minutes, not months. Invite your team, assign roles and you are done — there is nothing to install and no directory service to configure.
Most companies refine their roles once in the first weeks and then rarely touch them again, because new people simply inherit an existing role on their first day.
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