Advanced Permission.
Control access. Protect data.
Field-level visibility control, role hierarchy, granular permissions, and sharing rules. Enterprise-grade security that scales.
Enterprise-grade security. Granular control.
Role hierarchy, field-level permissions, profiles, sharing rules, and full audit logging. Protect your data at scale.
Role Hierarchy System
Organize your team with parent-child roles. Permissions flow down the hierarchy automatically. Manage access at scale.
How teams use field-level permissions to win
See how different teams get the most from role hierarchy and field-level control.
Compliance & Security
Field-level visibility and audit logging. Control who sees sensitive data. Compliance-ready access control.
Sales & Support
Role hierarchy and subordinate visibility. Managers see their team's data. Profiles simplify permission setup.
Cross-Team Collaboration
Sharing rules for cross-branch access. Collaborate securely without opening everything to everyone.
Operations & IT
Granular permissions per entity and action. Audit trail for every access and change. Export logs for compliance.
What you'll achieve
Sensitive data protected. Access under control. Compliance-ready.
Protect sensitive data
- Field-level permissions.
- Control who sees what.
Simplify access management
- Role hierarchy organizes your team.
- Parent-child roles inherit permissions.
Ensure compliance
- Audit logging for every access and change.
- Compliance-ready security.
Enable secure collaboration
- Sharing rules for cross-branch access.
- Collaborate without compromising security.
Is your CRM exposing sensitive data to the wrong people?
Generic role permissions aren't enough. Adoptiv gives you role hierarchy, field-level visibility, granular permissions, sharing rules, and full audit logging — so you control access and stay compliance-ready.
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Role hierarchy and field-level control
Parent-child roles, subordinate visibility, and field-level read/write permissions. Profiles for reusable permission sets.
Sharing rules and audit logging
Cross-branch sharing rules and complete audit trail. Know who accessed what and when. Export logs for compliance.
Lock down access in minutes
Define roles, set field and entity permissions, add sharing rules, and rely on audit logs. No coding required.
Define roles and hierarchy
Create roles and set parent-child relationships. Permissions inherit down the tree. Use profiles for reusable permission sets.
Set field-level and entity permissions
Control who can see and edit which fields. Set create, read, update, delete, export, and import per entity. Fine-grained control.
Sharing rules and audit
Add sharing rules for cross-branch access. Rely on full audit logging for every access and change. Compliance-ready.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
Roles can have parent-child relationships. Permissions flow down the hierarchy — a manager role can see own + subordinates' records. You get unlimited roles and hierarchy depth with visual role tree management.
Yes. Field-level read and write permissions per role or profile. Hide sensitive fields from certain roles, use conditional visibility, and get field-level audit logging. Enterprise-grade control.
Entity-level: contacts, deals, accounts, etc. Action-level: create, read, update, delete, export, import, bulk operations. API access and custom permission sets are supported.
Reusable permission templates. Create a profile once (e.g. Sales Rep, Manager), assign it to multiple roles. Copy and modify profiles. Simplifies permission management at scale.
Sharing rules grant cross-branch access — e.g. include from subordinates or to subordinates. Define rules by criteria. Enables secure collaboration without giving broad access.
Yes. Complete access audit trail and field-level change tracking. Permission change history, exportable audit logs, and compliance reporting. Real-time audit alerts available.
Ready to protect your data?
Start your free trial today. Field-level permissions, role hierarchy, and granular controls. No credit card required.
