A clear foundation for every team that uses the platform.
Ticktick.ai’s business model begins with company administration, master data and permissions. These foundations determine how people use later commercial, manufacturing and distribution workflows. An implementation should establish ownership and access before connecting more operational modules.
The model includes company profiles, branches, departments, business units and manufacturing units. Financial year, currency, document numbering and commercial configuration provide a consistent context for business records.
The proposed permission hierarchy runs from company administration through management, department heads, managers and executives. View, add, edit, approve, export, print, cancel and archive are separate actions. The intended structure is company, module, sub-module and action.
Audit records, linked documents and archiving help explain what changed and who was responsible. Archive is distinct from deletion: an inactive supplier or obsolete product can leave active screens while its historical role remains understandable.
A purchasing executive may need to prepare a requisition while a manager approves it. A warehouse user may receive material without being able to alter the agreed commercial terms. Defining these responsibilities gives the workflow a clear control structure. Ask the team to demonstrate the actual permission boundaries supported in your release.
List your branches, departments, units and key record owners. Provide examples of approval limits and document numbering. Identify shared master records and the information each role needs. Confirm subscription limits, module activation and any migration requirements before rollout.
No. The document proposes company-level isolation, but that is not a certification or an independent security assurance. Discuss the implemented access boundaries, hosting, backup and operational requirements that matter to your business.
Review their access and responsibilities through the supported administration process. Confirm how historical records retain attribution and how pending approvals are reassigned; do not assume that changing a title automatically updates every workflow.
Company structure → Master data → Roles & actions → Workflow approvals → Audit & documents → Ongoing review
This page describes the documented product model and roadmap. Ask us to demonstrate current availability and agree the modules, rollout requirements and commercial terms for your business.
Use these pages to review the surrounding workflow before your demonstration.