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Identity & access
Operating foundation
Apply clear roles and permissions across internal teams, partners, sellers and merchants, with controls that remain understandable as the organisation grows.
Part of Platform
Apply role-based permissions, scoped access and approval controls across teams and external users.
01
Clear separation between brands and tenants
02
Granular access by role and responsibility
03
One governed source of operational truth
What it covers
PilotOS brings the workflow, context and management visibility together. Teams spend less time reconstructing what happened and more time moving the work forward.
01
Role and permission-set management
02
Tenant, partner and record-level scope
03
Approval rights for sensitive actions
04
Access review and administrative history
Built for day-to-day operations
Keep identity & access activity connected to the merchant, partner and commercial records your teams already use.
Assign every action, review and exception to a named person or team, with priorities and due dates visible.
Apply permissions, approvals and escalation rules wherever commercial or operational authority matters.
Move from summary measures into the underlying records, decisions and activity without rebuilding the story manually.
From design to operation
Discover
Understand the current identity & access process, its systems, owners and points of friction.
Configure
Set the data, workflow, permissions, communications and management controls around agreed requirements.
Validate
Run real operating scenarios with the people who own the process and resolve exceptions before rollout.
Review
Measure adoption and outcomes, then refine the operation as volumes, products and responsibilities change.
Designed for
Operations leaders
System administrators
Governance teams
Each team sees the information and actions relevant to its responsibility, while management retains one view of performance and control.
Frequently asked questions
Yes. PilotOS is configured around your stages, responsibilities, terminology and controls. The objective is to improve the operating model without forcing teams into an unfamiliar generic process.
Yes. Identity & access works with the same merchant, partner, communication and reporting records used across platform and the wider platform.
Role-based permissions, tenant boundaries and approval rights determine what each user can see and do. Material activity is retained in the operational history.
We start with the highest-value identity & access journey, agree the data and controls it needs, then configure and validate it with the people responsible for the process.
Also in Platform
We will review the current process, identify the most valuable improvements and demonstrate the relevant PilotOS workflow using your priorities.