Access Control

Access Control

Control the information your team can see and the functions they can perform with role-based access control.

Access Control

Simple Access Control

With role-based access control, it’s easy to control access to customer information based on your company’s unique organizational structure. Control the information your team can see and the functions they can perform with role-based access control.

  • Use role-based access control to enable or disable record visibility
  • Use role-based access control to enable or disable CRM functions
  • Restrict access to sensitive CRM data
  • Create an organizational structure to define hierarchical visibility
  • Create profiles so sales reps can only see their own data
  • Define profiles so managers can only see the data of those who report to them
  • Define an unlimited number of role profiles and apply unique access control to each profile
  • Role-based access control comes standard; there are no extra fees for role based access control