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.
- Create or import user profiles with names, emails, and assigned roles.
- Group users based on shared attributes like job function.
- Assign permissions and access rights to the entire 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.
- Define supported countries and languages within the system.
- Restrict user access and content visibility based on those settings.
- Customize content and pricing to ensure a localized user experience.
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.
- Configure visibility for Accounts, Leads, Tasks, and Notes.
- Grant or restrict access by role, group, or attribute.
- Control data modification with Read-Only/Read-Write permissions.
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.
- Create and manage unlimited territories within the platform.
- Assign partners or groups, updating permissions dynamically.
- Use the dashboard to manage partners by location.
This feature ensures that partners are aligned with their correct markets, simplifying lead distribution and sales support.
Auditable Access History and Reporting
Maintain a complete audit trail of all user access and activity to ensure security and compliance.
- Logs show record assignments: who, to whom, and when.
- Access history tracks permission changes for easy auditing.
- Generate reports on access to find risks and ensure compliance.
This robust reporting functionality provides you with the visibility you need to maintain a secure and well-managed platform.
