When people leave
A project transfer, a departure, or the end of a partnership should start an agreed access review.
Security and Access Control
Give people access that matches their responsibilities. Protect tenant boundaries while sales, finance, service, and partners work with the records they need.
Why Amarnex?
A named owner
Permission changes and external sharing need a named owner, a review, and a way to revoke access.
Set by role
Define access by role, team, project, and sharing rule before people work across tenant boundaries.
When people leave
A project transfer, a departure, or the end of a partnership should start an agreed access review.
A named owner
Permission changes and external sharing need a named owner, a review, and a way to revoke access.
Set by role
Define access by role, team, project, and sharing rule before people work across tenant boundaries.
Right access
Sales, collection, and an external broker may work on the same customer for different reasons. Plan what each role may see, and keep private tenant information separate.
As the role changes
Connected view
Restrict project and customer visibility to the responsible users.
Right context
Share selected developer information with a broker while keeping private credentials.
Workflow data
Review and remove access when an employee or partner’s responsibility ends.
Related Features
Shape Amarnex around the way your organization works. Design pipelines for sales, collections, and service, and define the stages, responsibilities, and requirements so every team knows its next step.
Turn every stage into clear steps. Attach calls, meetings, and documents to the opportunity or case, and set the owner and due date so follow-up stays part of the work.
Put the right opportunity in the right hands sooner. Route leads, cases, and tasks by project, market, priority, and workload.
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Make your next development a connected journey