Roles and permissions — every rep sees exactly what they should, nothing more
Control access by role and team hierarchy: who sees which deals, who can edit, who exports. With full audit and SSO, client data stays protected even as the team grows or someone leaves.
Controlled access, without the team seeing everything
Role-based access
Define roles (rep, manager, director, admin) with granular read, edit, delete and export permissions — without rigid sets like in other CRMs.
Record-level visibility
Each rep sees only their own or their team's accounts, by hierarchy — the manager sees everything, the rep only what's assigned.
Audit and change history
See who accessed, changed or exported a record and when — full traceability for compliance and security.
SSO and secure authentication
Connect SSO and two-step authentication so access is centralised and easy to revoke when someone leaves the company.
As the team grows, 'everyone sees everything' becomes a risk. With roles, hierarchy-based visibility and audit, each person has exactly the access they need — and when a colleague leaves, you revoke their access instantly via SSO, without client data walking out the door with them.
Frequently asked questions about roles and permissions
Protect client data even as the team grows
We set up roles, hierarchy-based visibility and SSO on your structure on day one.