Connect
The right access, for the right people.
Control exactly who can see and edit what with roles, territory-based record visibility and field-level security, and keep an unchangeable audit log of every action.
- Roles and permissions
- Two-factor sign-in
- Audit log
What you can do with Security & Administration.
Roles, record and field access, two-factor sign-in and audit logs.
Roles & permissions
Create custom roles with a detailed permission matrix, and invite team members.
Record visibility
Limit which records people see based on territory and reporting hierarchy.
Field security
Make sensitive fields read-only or hidden for selected roles.
Sign-in security
Password rules, account lockout and two-factor sign-in.
Data & privacy
Manage GDPR consent, data export and erasure requests.
Audit log
An unchangeable timeline of user actions and changes across the CRM.
Customer data you can stand behind.
Your customer list and pricing are among your most valuable assets. Inai Connect keeps them visible only to the people who need them.
- Territory and hierarchy based access
- Role-based access to saved views and filters
- Consent, export and erasure handling
- API keys and webhook secrets managed centrally
Security & Administration, step by step.
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1
Invite your team
Add users and assign roles.
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2
Set access
Choose record visibility and field security.
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3
Secure sign-in
Turn on password rules and two-factor sign-in.
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4
Audit
Review who did what, and when.
Security & Administration questions, answered.
Can salespeople see only their own territory?
Yes. Record visibility can be limited by territory and reporting hierarchy.
Is two-factor sign-in supported?
Yes. Sign-in security includes password rules, lockout and two-factor sign-in.
Can we see who changed a record?
Yes. The audit log keeps an unchangeable timeline of user actions and changes.
Explore other Connect modules.
Every module works on the same customer record, so sales, marketing and service see the whole story.
See Security & Administration in action.
Book a free Connect demo and we will walk you through security & administration using scenarios from your business.