Share data in a way that works for your business needs

Collaborate Securely

With powerful tools to let teams work collaboratively, while restricting data access as necessary.​

Protect sensitive customer information

Role-based access

  • ​Create custom user roles to define the level of access to application functionality and data.

  • Create roles that map to actual job responsibilities e.g. sales representatives, sales managers, and executives.

  • Create teams to easily manage which users should share data with each other.

  • Setup team cross-sharing rules to determine which teams share data with each other.

Team-based data sharing

Manage access down to the individual record level

  • Rely on default team plus role-based access to minimize effort.

  • Use fine-grained controls when desired to override access to specific records.

Make Your Business Sail

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