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PLATFORM MODULE

Control Access to the Right Data, for the Right People

Your relationship data is critical. Relecca protects it with granular, role-based permissions, organization isolation, and security certifications.

Enterprise-grade Authentication

Enforce safety settings across user sessions.

  • Credential Safety: Strong password policies, forgot-password resets, and email verification.
  • Two-Factor Authentication: Integrated OTP validation for administrative logins.
  • Session Control: Automated token expiry and active device session management.

Granular Access Control (RBAC)

Define distinct permission levels for each team member.

  • Module-Level Rights: Assign permissions to View, Create, Edit, or Delete within individual modules.
  • Dynamic Experience: UI menus and buttons adapt in real-time, removing access to restricted operations.
  • Tenant Isolation: Workspaces are logically isolated, ensuring data cannot be cross-referenced by other tenants.
Ready to configure Security & Permissions?

Get started in under 5 minutes. Import existing CSV lists or invite your team.

Live Interactive Sandbox
Select Active Session Role:
Relecca Suite
Dashboard
Clients
Sales Deals
Dynamic UI Permissions Matrix

Below is what actions you can execute as a Representative in the platform:

View Customer DataAuthorized
Create Customer RecordsAuthorized
Edit / Update OpportunitiesUnauthorized
Delete Opportunities / Logged filesUnauthorized

Representative: The 'Edit' and 'Delete' buttons on your sales deal cards will be hidden in the UI.