Team & permissions

Roles and permissionsNew

What each role can reach, and how to grant access more precisely than a role allows.

The credential vaultNew

Store client logins securely, with categories, rotation reminders, and a record of every reveal.

Offices and firm securityNew

Set up locations, and require two-factor across your firm.

The audit logNew

A record of who did what, and the filters that make it usable when you need it.