CRM
Role-Based Permissions

Give the right access to the right people

Protect data while enabling collaboration. Assign roles with precise permissions so users can do their jobs without overexposing sensitive information.
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Permissions built for scale

Manage access to objects, fields, and tools by role, team, and user. Apply least-privilege principles across records, assets, and exports.

Fine-grained control

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  • View/edit/delete by object and scope.
  • Field-level read/write protections.
  • Export and bulk-edit restrictions.
A chat interface where an AI agent helps a shopper find products and answer questions, showing personalized recommendations.

Operational guardrails

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Use approval gates for risky actions and maintain audit logs for accountability. Enforce MFA and session policies for secure access.

A dashboard showing conversations across web chat, SMS, and social media, with customer details and conversation history visible in each.

Flexible without chaos

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Role templates

Standardize setups across teams.

Exceptions

Grant temporary access that auto-expires.

Inheritance

Managers see what their teams see by default.

A clean UI showing a simplified checkout flow with recommended upsells and a chat widget providing instant answers.

Visibility that matches org design

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  • Team-only record access for focus.
  • Shared assets with scoped permissions.
  • Logs to review changes during audits.
A dashboard showing automated responses, a human handoff interface, and metrics for intents, CSAT, and conversion impact.

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Frequently asked questions

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Related features

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User Management

Control user permissions for CRM records, content, and tools so each user has access to the right assets.

Team Governance

Organize your teams with granular tool and field-level permissions, and admin features like 2FA, SSO, and more.
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Organize Teams

Model your org with multi-level teams by region, business unit, or brand to streamline ownership, reporting, and permissions.

Single Sign On Integration

Enable your users to log in quickly, conveniently, and securely using SSO.

Centralized Audit Log

Track every action taken by humans, automations, integrations, and AI for transparency and accountability.

Activity Logs

Control user access and permissions and keep logs of website activity to protect your site.
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