CloverLeaf — Certification ERP (Demo)

Demo environment— sample data, for evaluation. Nothing here is real client information.

Administrator1

Full control, including who gets access

Certification Manager1

Owns certification decisions

Coordinator3

Schedules and follows up the work

Auditor4

Executes audits in the field

Client contact6

Sees only their own company

Permission matrix

Module	Administrator	Certification Manager	Coordinator	Auditor	Client contact
Leads & CRM	Manage	Manage	Edit	—	—
Clients & Facilities	Manage	Manage	Edit	View	Own only
Audits	Manage	Manage	Edit	Own only	Own only
Findings & CAPA	Manage	Manage	Edit	Own only	Own only
Certificates	Manage	Manage	View	View	Own only
Auditor Competence	Manage	Manage	View	Own only	—
Site Feedback	Manage	Edit	Edit	—	Edit
Directory & Roles	Manage	View	—	—	—

Own onlyis what makes the outside doors safe: an auditor sees the audits assigned to them, and a client contact sees their own company's facilities, findings and certificates — never anybody else's.