Teamwork & access

One workspace your whole team can be trusted with

Internal chat next to the records it is about, teams that decide who sees whose customers, fields only some people may read, and one search box that finds anything you are allowed to find.

Talk where the work is

Internal chat inside the workspace, so a decision does not live in a different app.

  • Direct conversations with your colleagues, with attachments and voice messages
  • Mention someone and they get a notification that opens the exact message
  • React, pin, forward, edit and delete your own messages
  • Search your conversations, archive the finished ones, mute the noisy ones

Teams decide who sees whose customers

Visibility is a property of your organisation chart, not a per-record chore.

  • Build teams, nest them, and put a person in more than one
  • Choose whether someone sees everything, their team's records, or only their own
  • A manager sees what their teams see, without being added to each one
  • A diagnostic screen explains why a specific record is or is not visible to a specific person

Some fields are not for everyone

Reading a record and reading every column of it are two different permissions.

  • Mark any field sensitive - its value is masked for anyone without the permission
  • Phone numbers are masked across the whole product for people who may not see them
  • Duplicate checking still works on a masked number, without ever showing it back
  • Roles are yours to define, with the permissions you choose

One place to look for anything

Search across the workspace instead of remembering which screen it was on.

  • Customers, leads, deals, tickets, invoices, products and more, from one box
  • Results respect what you are allowed to see - search never widens access
  • Keyboard-first, so it is faster than navigating
  • Jump straight to the record, not to a list containing it

Frequently asked questions

Can we stop some colleagues seeing other colleagues' customers?

Yes. Each role carries a visibility scope - everything, their team's records, or only their own - and teams can be nested so a manager inherits their reports' scope without being added to each team by hand.

Are chat messages visible to administrators?

Internal chat is gated by its own permissions, held per role, and a read-only seat does not get them: a seat that exists to view customer data is not a seat that reads colleagues' correspondence.

Where to go next

The modules teams usually reach for alongside this one, and the industries that lean on it hardest.

This capability, in your industry

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Teamwork, Roles & Data Access · Cliento Pro