Your entire team, structured and in control.
Manage all team members, roles, and reporting relationships in one place. Get a clear view of your organisation's structure, activity, and access without relying on scattered tools or manual tracking.
The right people. The right access. Every time.
Add team members, define roles, control what every person can see and do — Zippix gives your firm a clean, structured access system that grows with your team without creating security gaps.
Role-Based
Access Control
Reporting
Hierarchy
Module-Level
Permissions
Active Member
Management
Clarity across your team and access control
Add and manage team members with ease.
Onboard new members by assigning roles, teams, and reporting managers instantly. Ensure every individual is set up with the right structure from day one.
Define who can access what by design.
Control visibility across clients, data, and workflows based on hierarchy. Ensure sensitive information is accessible only to the right people at the right level.
Keep team data accurate and up to date.
Easily manage changes such as role updates, team shifts, or member transitions. Maintain consistency without disrupting existing workflows or access.
Understand how your organisation is built.
Visualise reporting lines, team distribution, and role relationships. Get clarity on how responsibilities flow across your entire organisation.
Permissions that reflect real operational needs.
Define access levels based on roles and responsibilities. Ensure every action - viewing, editing, or managing - is aligned with your firm's structure.
Granular access control across every module.
Assign permissions at a module level to control who can view or act within each area. Balance flexibility with security across your system.
Roles designed around how your firm operates.
Create structured roles that define responsibilities and access clearly. Ensure consistency in how permissions are applied across your organisation.
Update roles and permissions instantly.
Apply changes in real time without delays or system disruptions. Ensure your team always operates with the correct access and visibility.
Everything you need to run a secure, well-structured team.
Reporting Manager
Assign clear reporting lines. Built-in accountability from day one.
Member Status
Deactivate access without losing history. Clean and controlled offboarding.
Role Descriptions
Define every role with clear context and purpose. Help teams understand responsibilities from the start. Clarity across admins, managers, and new members.
Reinvite Members
Resend pending invites in one click. No manual follow-ups or repeated setup. Keep onboarding smooth and uninterrupted.