Admin & Security

Permission groups, users & hierarchy, custom objects, audit log, SSO/MFA, API keys, and data platforms.

Permission groups explained

How permission groups gate features and records, and how to create custom groups.

Assign managers so managers see their team's portfolio across every view.

Add new record types (like support tickets) that appear as tabs in the Account Profile.

What is logged, how to filter, and how to export for compliance.

Load accounts, contacts, users, and more via the Quick Import CSV tool.

Create scoped API keys, connect AI tools via MCP, and manage connected apps.

Sync CRMs, warehouses, support tools, and usage sources through scheduled jobs.

Set the default record-level visibility for users, and how permission groups override it.

Manage the option lists behind dropdowns across the app, and retire values safely.

Configure Account Profile tabs and overview, list columns, and every record form.

The reference lists that power adoption, TTFV, contract line items, and typed events.

Recover soft-deleted records before they are permanently purged.

Set your workspace name, logo, brand color, regional defaults, and display currency.