Business areaTeams & Branches
Teams & Branches
Access Control
Restrict modules, data and workflows according to user roles and responsibilities.
Designed forDSA owners and Managers
Available plansStarter, Professional, and Enterprise
What Is Access Control?
Role-based access helps keep each user focused on the modules and information required for their work.
Access Control works with Roles, Users, and Administration as part of the wider DSACRM Teams & Branches workflow.
Why Access Control Matters
Giving every employee the same access creates unnecessary complexity and privacy risk.
A Clear, Practical Workflow
- 01
Create or select a role.
- 02
Enable the relevant modules and workflow permissions.
- 03
Assign the role to users.
What You Configure
- Roles
- Module permissions
- Workflow permissions
What Your Team Gets
- Role-based workspace
- Controlled module access
Important to Know
- Permissions must be reviewed when roles or responsibilities change.
Common questions
Access Control FAQs
Quick answers about usage, setup, outputs and plan availability.
What is Access Control in DSACRM?
Role-based access helps keep each user focused on the modules and information required for their work. Restrict modules, data and workflows according to user roles and responsibilities.
Who should use Access Control?
DSA owners and Managers can use this capability within the Teams & Branches workflow.
Which DSACRM plans include Access Control?
Access Control is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.
What needs to be configured for Access Control?
Typical setup includes Roles, Module permissions, and Workflow permissions.
What does the team get from Access Control?
The supported outputs include Role-based workspace and Controlled module access.