Workspace, permissions and security
Permissions per section and per action with data scopes, two factor sign in, sign in alerts and a workspace you can style.
Everyone sees exactly what they should
Permissions cover 24 sections, down to individual actions. Limit people to their own records, certain deal stages or certain lead statuses, and start from presets such as sales rep, procurement, operations or accountant.
Security built in
Optional two factor authentication with recovery codes, a list of signed in devices, sign in history and alerts for new browsers in the app, by push and by email. Style the workspace with eight themes in dark and light, your accent, fonts and density. A full Arabic interface is coming in an upcoming version.
What you can do
Granular permissions
24 sections, each with its own actions, plus ready presets.
Data scopes
Limit people to their records, stages or statuses.
Two factor authentication
Authenticator app codes with one time recovery codes.
Sign in alerts
Know when your account is used from a new browser.
Workspace themes
Eight themes in dark and light, plus your accent, fonts and density.
Personal dashboard
Drag, resize and choose from about 25 widgets.
Full Arabic interface
The whole app in Arabic, right to left, coming in an upcoming version.
Explore other modules
Questions about this module
Is this module included in every plan?
Plans are built around the modules your team needs. Talk to us and we will include what fits.
Can it be customised for our process?
Yes. Columns, statuses, permissions and automations adapt to your process, and our team can build extra features when needed.
What if a feature is marked coming soon?
It is planned for an upcoming version and is not live yet. Tell us if you need it and we will keep you posted.
See this module with your own data
Book a demo or create your workspace now.