Roles, teams and white-label
Control access with roles (RBAC) per tenant and scope, organize teams and territories in a tree and dress the CRM in your brand: colors, logo and product name.
- Granular RBAC by object, field and action
- Teams and territories in a tree
- White-label (colors, logo, name)
Granular RBAC
Control access by object, field, and action with precision. Each role sees and does exactly what it should.
Team and teammate scopes
Define who sees only their own data, their team’s, or the whole company’s. Visibility follows the real structure.
Teams and territories tree
Organize teams and territories in a clear hierarchical tree. The sales layout stays true to the org chart.
Replicable role templates
Create role templates and apply them to new teams in an instant. Standardization without reconfiguring everything by hand.
Full white-label
Customize colors, logo, and name with your own identity. The platform becomes the face of your company.
Teammate/team scopes and a permission matrix
Role templates replicable across tenants
White-label theme per organization
Each with their access
Roles define what each role can see and do, down to the field level, with record scopes per team.
Your brand
Customize colors, logo and the product name, so the CRM looks like your company.
- 1
Define roles by object, field, and action.
- 2
Configure teammate, team, and company scopes.
- 3
Build the teams and territories tree.
- 4
Apply role templates and customize the branding.
Separating access by area
Granular RBAC ensures finance sees amounts and the SDR does not, within the same record.
Structuring the sales team
The teams and territories tree defines who owns each region and who sees what.
Delivering the platform under your brand
White-label swaps colors, logo, and name so customers and partners see your identity.
What does granular RBAC control?
It controls access by object, field and action, defining exactly what each role can see and do.
Can I restrict who sees a specific field, like a commission value?
Yes, control goes down to the field level within the same record.
What are team and teammate scopes?
They're visibility rules that define whether a user sees only their own data, their team's, or the whole company's.
How do I organize teams and territories?
In a hierarchical tree that mirrors the company's real structure, with users organized by level.
Do I need to set up every role from scratch for a new team?
No, you create role templates and replicate them across new teams quickly.
What can I customize in white-label?
Colors, logo and the product name, giving the CRM your company's identity.
Is white-label applied per organization or globally?
The white-label theme is applied per organization (tenant).
Are RBAC, teams and white-label free?
Yes. They're free, and you only pay for infrastructure usage above US$20 a month.
Does this help separate access between areas, like finance and sales?
Yes, granular RBAC ensures each area sees and edits only what it should, even within the same record.