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Security and control

Security and control, built into every hub

The controls your IT, security and compliance teams ask for first.

  • Field-level permissions

    Decide who can see and edit each field, by role and team.

  • Audit history

    Every change and agent action, with who did it and when.

  • Approval steps

    Require a person’s sign-off before agents send or change anything you choose.

  • Single sign-on

    Sign in with SAML or OpenID Connect, provision users with SCIM, and require two-step login.

  • Data region choice

    Choose where your customer data is stored.

  • Encryption

    Data encrypted in transit and at rest.

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Administration › Security › Audit log

Export the audit log

From Settings › Security › Audit log, filter the entries and export them as CSV or JSON, up to 90 days per export. On Enterprise you can also schedule a daily export to a webhook endpoint, so entries reach your own security tools.

Read the full guide in the docs (opens in a new tab)