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
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Create custom user roles to define the level of access to application functionality and data.
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Create roles that map to actual job responsibilities e.g. sales representatives, sales managers, and executives.
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Create teams to easily manage which users should share data with each other.
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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
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Rely on default team plus role-based access to minimize effort.
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Use fine-grained controls when desired to override access to specific records.
