What each role can see

Clients

• A company admin sees every client.
• A team-scope role (VP / sales head, customer support head), or anyone who manages a team, sees clients assigned to anyone below them. A head can view, transfer and reassign a rep’s client but does not log follow-ups on it.
• An own-scope role (sales executive, customer support executive, project helpdesk) sees only their own clients.
• Sales support and accounts roles see all records in their area of work.
• Unassigned leads (left by deactivated staff or a Leave unassigned rule) are visible to admins and to anyone whose view scope is All clients, and to anyone an admin ticks See unassigned leads for in their access settings.
• The per-person View scope under Company settings › Features can narrow or widen any of this.

Transfers

• Transfer clients is “to anyone”, “to the team below only (not to a manager or above)” or none. A team transfer must land on someone below you: “You can only transfer clients to users in your team (below you in reporting hierarchy).”
• A client with a unit on hold or a booking in progress can be moved only by an admin. A dumped client can be moved only by the site head or an admin.

Phone numbers and personal details (Data Masked)

Masking is always on; there is no company switch. A client’s phone, alternate phone and WhatsApp number show in full only to an admin, to the person who added the client and still handles it, to the enquiry’s manager, and to everyone the handler reports up to. Everyone else sees the number as ••••••3797 on every screen, export and message.

One per-person switch goes further: in Company settings › Features › Edit access › Clients, unticking See client phone numbers and personal details in full masks phone, email, PAN, Aadhaar, date of birth and address for that person everywhere, even on their own clients. The Features table then shows Numbers masked next to their name.

• On the web, a masked client shows a phone icon in place of Call and WhatsApp, with the tooltip “Call or message from the BMexa app”; the client header shows a Call from the app pill. Calls and messages to such clients are made from the phone app, where the dial is logged as an activity, and the web refuses them (“Calls and messages are made from the BMexa app on your phone”).
• Every timeline entry carries a small device stamp: logged from the web app, from a phone, or from the BMexa app.

Projects, approvals and the rest

• Project access (Edit user › Project access, or My team) limits inventory, the desk, bookings and accounts work to the ticked projects. Admins and the executive profile see every project; a project head always sees theirs.
• Who may approve or reject bookings, log activities on others’ clients, see the Bookings section or manage the team is set per person under Features; see Roles, departments and feature access.
• Modules missing from your plan are hidden for everyone.

Related

• Teams and reporting lines
• Roles, departments and feature access
• Activity logs