PERMISSION BUILDER

Advanced Permissions And User Access Settings

Control who sees what with the most flexible permission system on the market.

Permission Settings Tailored For Your Agency

The Permissions Builder allows you to define what each teammate will have access to. Fully customizable permissions protect your sensitive business data, while providing teammates with access only to the data they need for work.

Create Custom Permission Settings In Minutes

Use our industry standard prebuilt sets as a starting point and modify them, or build your own from scratch. When you’re done, check if everything works as you’ve imagined it using the impersonate option.

Easy Overview Of All Settings

Account administrators can at any time see how many Permissions sets are in use, and who is using them.

Automate Your Agency’s
Workflow

Switch from multiple tools and spreadsheets to one scalable agency management system.

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