Security & Permissions
Control exactly what each person sees
You're exposing accounting and order data to people outside your company. Roles and permissions decide precisely what each of them can see and do.
Seven roles, not one shared login
Business owners can see the full financial picture; staff have restricted access. Reps see only their assigned accounts and leads. Every role is enforced at the permission level, not just hidden in the UI.
Business owner
Staff
Sales rep
Management
Dealer
Dealer staff
Claims processor
Infrastructure
Hosted and encrypted the way your accounting data expects
Your data is hosted on Microsoft Azure and HostDime infrastructure and protected by SSL encryption with server authentication. Only users you authorize can access your information — permissions are enforced consistently whether someone logs in from a desktop or a phone.
Azure hosting
SSL encryption
Server authentication
Authorized users only