Identity and Access Management
Profile and Group Management
You can create and manage detailed user profiles and organize them into groups to simplify administration and control access.
- User profiles can be manually created or imported from an external system.
- Each profile includes key details like a user’s name, email, and assigned role.
- Groups allow you to bundle users based on common attributes, such as job role or business function.
- You can assign permissions and access rights to an entire group at once, which automatically applies to all users within that group.
This structure simplifies user management by allowing you to manage access at a group level rather than individually.
Country and Language Management
Control the geographical and linguistic reach of your content and user base with dedicated management tools.
- The system enables you to define and manage a list of supported countries and languages.
- You can restrict user access to applications and content based on their country and language settings.
- A user’s country and language settings determine the content and pricing they see, ensuring a localized experience.
- You can configure and manage content for different languages and regions, providing localized experiences for your global partners.
This ensures a localized and relevant experience for all users across your global partner network.
Granular Record Visibility
Define granular visibility rules to control which users can view and interact with specific records, ensuring data security and privacy.
- The platform enables you to configure visibility settings for various record types, including Accounts, Leads, Tasks, and Notes.
- You can grant or restrict access to a record based on a user’s role, group, or a custom attribute.
- The system provides a clear distinction between "Read-Only" and "Read/Write" permissions, giving you precise control over data modification.
This ensures that sensitive information is only accessible to authorized personnel, preventing data breaches and maintaining compliance.
Region and Territory Management
Effectively manage your global partner network by organizing and assigning partners to specific regions and territories.
- You can create and manage an unlimited number of territories within the platform.
- Assign individual partners or entire groups to specific territories, dynamically updating their permissions and visibility.
- The platform provides a dedicated dashboard for region management, enabling you to view and control your partner ecosystem based on geographic location.
This feature ensures that partners are aligned with their correct markets, simplifying lead distribution and sales support.
Bulk Upload Template Management
Streamline data entry and ensure accuracy by using bulk upload functionality and pre-defined templates for portal records.
- You can download sample Excel templates for specific entities viz. Accounts, Prospects, etc. to ensure your data is in the correct format for bulk uploading.
- This feature supports uploading various records, including partner profiles, users, and contacts, in one go.
- The bulk import wizard guides you through the process of mapping columns in your spreadsheet to fields in the platform.
This automation saves a significant amount of time on data entry and helps maintain data hygiene across your partner ecosystem.
Auditable Access History and Reporting
Maintain a complete audit trail of all user access and activity to ensure security and compliance.
- The system logs and displays a history of every time a record is assigned to a user or group, including who made the assignment and when.
- The access history provides a clear view of all permission changes, making it easy to audit and manage user access over time.
- You can generate detailed reports on user access, helping you identify potential security risks and ensure compliance with internal policies.
This robust reporting functionality provides you with the visibility you need to maintain a secure and well-managed platform.
