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CRM & Field-Operations

User & Access Management

Accounts, roles, departments and permissions.
Overview

What it does

User & Access Management controls accounts, roles, departments and permissions — including per-module access — so people get exactly the access their role requires, and no more.

Features

Key features

  • Accounts, roles and departments
  • Granular, per-module permissions
  • Access rules that respect each module’s workflow
  • Changes tracked for audit

Benefits

  • Least-privilege access by default
  • Fast onboarding and role changes
  • Security and compliance support
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How it works

From input to outcome

Step 1

An account is created with a role

Step 2

Module and action permissions are set

Step 3

Access is enforced everywhere

Use case

Administrators grant precise, per-module permissions as teams and roles change.

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