CRM
User Management

Set users up once—get security for life

Invite teammates, assign roles, and group by team or region. Enforce SSO and two-factor authentication, and use permissions and partitions to protect data without blocking work.
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A dashboard showing user roles, team groups, and security settings like SSO/2FA, with data partitions and permissions.

Onboard with clarity.

<ul id=""><li id="">Role-based permission sets for common responsibilities.</li><li id="">Team inheritance for fast, consistent access.</li><li id="">Seat management to control who uses paid features.</li></ul>

Secure by default

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Require SSO and 2FA, limit exports, and use session policies. Property-level controls restrict sensitive fields to the right people.

A clean UI showing a user management dashboard with roles, teams, and security settings for easy setup and protection.

Keep org changes clean

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Bulk updates

Modify roles, teams, and owners in one pass.

Lifecycle

Suspend, reassign, and deprovision with audit trails.

Templates

Clone permission sets for new roles in minutes.

A clean UI showing a form for bulk role updates with dropdowns for teams, roles, and owners, plus a history log for audit trails.

Report on access

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  • Who-has-what views for quick security reviews.
  • Export and change logs for audits.
  • Exceptions lists for temporary elevated access.
A report UI showing user access lists, audit logs, and temporary exception rules for security reviews.

Adapt as you grow

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  • Granular roles for admins, creators, and viewers.
  • Business-unit specific presets.
  • APIs for provisioning and audits.
A dashboard showing user roles and permissions, with options for business-unit specific settings and API integrations for 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.

Team Management

Invite, organize, and manage users and teams.
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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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