Product > Security > User & Entity Permissions

Configure user and entity permissions to mirror your organizational structure.

Your organization is full of smart, talented people. Giving them direct access to the information relevant to their roles creates back-office efficiency and strengthens your entity management.
Set a role, then choose exactly which features, entities, and personnel that user can reach.

Tailor user permissions

Ensure each person can do their job without relying on other team members. Control permissions like adding entities or viewing sensitive information, so your account and entity data are never mismanaged.

Segment entity and personnel access

Keep information on a need-to-know basis by controlling which entities and personnel each user can see. Select one, several, or all entities so every person has access to exactly what supports their role.

See user & entity permissions in action.

Get a guided walkthrough tailored to your entity structure.