Security & Platform
Everyone sees just what they should.
Role-based access with field-level and record-level control, so every person sees what their job needs and nothing more.
Included in every plan · free for viewers & customers.
What roles & permissions gives you.
Roles that fit your org
Give sales, support, finance, and admins the access their work needs, out of the box.
Down to the field
Hide or lock individual fields and records with granular permissions on the Scale plan.
Nothing off the record
Audit logs on Scale show who saw and changed what, across the workspace.
One connected system
One permission model, every module.
Set access once and it holds across CRM, finance, HR, and support, instead of juggling five separate permission systems.
Roles follow the org chart you set in HR.
Sensitive finance and HR data stays with the right people.
SSO / SAML on Scale brings your own identity provider.
More in Security & Platform.
Every feature comes with every plan, on the same connected data.