Access Control
Secure & Manage Your Team's Access With Ease
Managing user access based on their role is crucial for protecting sensitive information and ensuring your team works efficiently. With customizable access settings, you can manage permissions effortlessly from a single dashboard, giving you complete control over who sees what, helping to maintain confidentiality and streamline operations.
What Leaf CRM can do for you?
Protect sensitive data by restricting access based on user roles.
Grant limited access to external partners without compromising security.
Monitor all user actions with audit trails to ensure accountability.
Secure & Simple User Access Management
Assign, control, and manage user access based on roles to protect sensitive information and ensure your team works efficiently within their designated scope.
Protect Data With Revokable Access Control
Administrators can revoke user access anytime, ensuring sensitive data stays secure. This feature is especially important when employees change their roles or leave the company. You can reduce the risk of unauthorised access and potential data breaches.
Collaborate Safely With Limited Access For External Agencies
Marketers often need to work with external agencies to integrate lead sources or manage campaigns. Our system allows administrators and marketers to grant limited access based on the user role. This ensures that agencies can perform necessary tasks without compromising the overall security of the CRM system.
Ensure Accountability With Audit Trails & Activity Logs
Track every action taken within your CRM using audit trails and activity logs. Administrators can review these logs to monitor user activity and detect any unauthorized activities, ensuring accountability and transparency. Audit trails provide a detailed record of user interactions, which helps in identifying potential security issues and improving overall system integrity.
Stay Connected, Stay Informed
Try leaf CRM with our 30-day trial for free—no credit card needed.