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User and Entity Permissions

Configure user and entity permissions to mirror your organizational structure.

Your organization is full of smart and talented individuals. Empowering them with direct access to information relevant to their roles and responsibilities not only creates back-office efficiencies but strengthens your entity management initiatives.
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Tailor User Permissions

Ensure each user can perform necessary tasks without having to rely on other team members. With the ability to control permissions, such as adding entities or viewing sensitive information, you can rest assured knowing that your account and entity information won’t be mismanaged.
  • Eliminate bottlenecks that result from having one person manage the platform.
  • Choose between a view-only profile or the ability to add, edit, or delete entities.
  • Control whether users can view entity reports or sensitive information.

Segment Entity Access

Keep team members focused by controlling which entities they can see within the platform. With the ability to select one, multiple, or all entities, you can ensure each user has access to the entities most relevant to their roles and responsibilities.
  • Configure user visibility into entities based on active projects and action items.
  • Hide inactive or dissolved entities while maintaining a record of their information.
  • Safely add third-party users without providing visibility into all your entities.

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Simplifying Entity Data.

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