User permissions

In complex B2B sales involving multiple stakeholders, managing access to sensitive information while facilitating necessary collaboration can be challenging. Overly broad access can lead to security risks, while overly restrictive access can hinder the sales process.

The Access Control Manager addresses this by providing highly customizable user permissions. It allows workspace owners to set specific access levels for different users or user groups, controlling abilities like viewing, editing, commenting, or sharing on a granular level.

By enabling precise control over information access and user capabilities, this feature ensures that each stakeholder has exactly the level of access they need – no more, no less. It allows sales teams to strategically reveal information as the deal progresses, maintain confidentiality where necessary, and facilitate appropriate levels of collaboration at each stage of the sales process. This not only enhances security but also creates a more tailored and relevant experience for each participant, ultimately leading to more efficient deal progression and improved trust with prospects and partners.