CRM
Team Governance

Govern at scale without slowing down

Define who can view, edit, publish, and report—by team, object, and property. Partition assets and records, and use approval workflows so quality and compliance come standard.
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A dashboard showing user roles and permissions, with an inbox for approval workflows and a report on compliance metrics.

Design your org model.

Create teams and sub-teams that mirror reality. Assign ownership, territories, and default permissions so new users inherit the right access from day one.

Protect what matters

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Permissions

Granular control across objects, fields, and tools.

Partitions

Limit asset and record visibility by team or region.

Approvals

Require sign-off before sensitive changes go live.

A dashboard showing user roles, permissions, and approval workflows, with clear labels for team and object access control.

Operate with confidence

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  • Audit logs for who changed what and when.
  • Required fields and validation for data quality.
  • Content staging and restore options for safety.
A dashboard or settings screen showing audit logs, required fields, and content staging options for secure data management.

Scale globally

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Localize access, languages, and working hours per team while maintaining global standards for process, taxonomy, and reporting.

A dashboard showing global team settings with localized language, access, and working hour options, alongside standardized global reports.

Scale without chaos

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  • Least-privilege defaults for new users.
  • Team onboarding with preset views and dashboards.
  • Periodic access recertification tasks.
A dashboard showing user permissions, team onboarding flows, and periodic access review tasks, visualizing controlled growth.

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Frequently asked questions

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Related features

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Role-Based Permissions

Control who sees and changes data with roles, field-level permissions, and team scopes that mirror your organization.

User Management

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

Centralized Audit Log

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

Team Management

Invite, organize, and manage users and teams.

Activity Logs

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