Foundation
5 guides in Platform.
- Settings, users and permissionsSet up how the business works, invite people, and give each person rights per page, per field and per amount, with record rules and an access review.
- Sign-in and two-step securityTwo-step sign-in with an authenticator app, Google or Microsoft sign-in, company sign-in with SAML and SCIM, idle sign-out and signing out everywhere.
- Security and data protectionHow your data is kept apart and protected: an isolated database per business, private file folders, sealed credentials, rights and an audit trail.
- Privacy requests and retentionExport or erase a customer's or supplier's personal data on request, and choose how long message content, ad-click data and the audit log are kept.
- Billing and planSee your current plan, when it renews or ends, what the business uses against the plan's limits, and renew or upgrade monthly or yearly.