Teams, Roles & Security

Full control. Every action audited.

Teams with leaders who see only their team, granular permissions for every page and action — even mobile screens — impersonation with a red banner for fast support, and a full activity log tracking who did what, when and from which IP.

Teams & leads Granular roles Impersonation Audit trail
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Roles & Permissions
Applied instantly — no app update
Rep
Team Lead
Admin
Customers
Reports
Mobile screen
ACTIVITY LOG — LIVE
Sara edited a lead now
Ahmed assigned 12 leads 14:02
Admin signed in as user 14:05
Mona bulk edit 14:08
Khaled withdrew a lead 14:11
Per-role page & app-screen control
1
One-click impersonation
100%
Full audit (who/what/when/IP)
Instant
Applied live, no app update

Complete governance for your team and data

Teams, roles, permissions and auditing — secure by design.

Teams & their leaders

Organize reps into teams, each with a leader, using team-scoped views (Team Leads) so leaders see only their own team.

Granular roles & permissions

Control which pages and actions each role can access — including which mobile-app screens each role sees — applied instantly with no app update.

Impersonation

Admins can "sign in as" any user and see exactly what they see, with a persistent red banner and one-click return — making support and troubleshooting fast.

Activity log & audit trail

Every action is logged with who, what, when, IP and page — bulk edits, assignments and withdrawals are all recorded.

User Activity page

Attendance, meetings, online time and lead stats per user — all in one unified view.

Secure by design

Team-scoped data access (IDOR closed) and permission-gated everything — security built in from the ground up.

Frequently Asked Questions

Yes — per-role page and app-screen permissions let you decide which pages, actions and mobile screens each role can access, applied instantly with no app update.
Yes — impersonation lets an admin sign in as any user and see exactly what they see, with a persistent red banner and one-click return.
Yes — a full activity log records every action with who, what, when, IP and page.

See the control and audit trail yourself

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