Enterprise-grade security

Your data, protected at every layer

Strict RBAC, branch isolation, audit logs, and secure cloud infrastructure — built for teams that take governance seriously.

Strict RBAC with branch isolation. Users only see what they should. SuperAdmin can elevate or impersonate when needed.

Fine-grained permissions manager with reset and toggle controls per role and module.

PostgreSQL with tuned indexes, restricted roles, and audit-friendly schema design.

Audit logs for key actions — create/update, role changes, payments — retained per policy.

Token-based API auth with rate limits and optional IP allow-listing for enterprise.

Automated DB backups, export options for critical tables, and secure cloud hosting.

Roles & access matrix

Strict RBAC with branch isolation (branch mode) or global workspace (flat mode). Controlled impersonation for admins.

Role	Access
SuperAdmin	All branches, global settings, impersonation
Branch Manager	Own branch: users, leads, payments, analytics
HR / Sales Manager	Team setup, assignments, day-to-day ops
Team Lead (TL)	Team pipeline, calls, comments, performance
SBA / BA	Assigned leads, follow-ups, payments, client handoff

Create/update events, role changes, and payment actions are retained per policy — giving you full traceability for compliance and internal reviews.

Reach out to discuss RBAC setup, data retention policies, and enterprise security requirements.