Give everyone exactly the right access
Build roles that fit your team, decide who can see and change what, right down to their own records or everyone's, and keep the whole thing auditable.
The right access, for every role.
LIO lets you set who can view, edit, and delete, down to their own records or the whole team, so people see what they should and nothing more.
Custom roles
Built for your team.
Own vs any
Scope every action.
Teams
Group and manage people.
Audit logs
See who did what.
Never over-share your data again
LIO controls access down to the record, so a rep edits their own leads while a manager sees the whole team, and everyone stays in their lane.
Own or any
Scope every permission.
Fully logged
Every change on record.
Every permission, exactly where you want it
Build roles, scope them to own or any, add per-person exceptions, and keep it all logged.
Control every action
View, edit, or delete, scoped.
Grant one exception
Per-person, on top of a role.
Roles that fit your team
From owner to rep.
See who did what
Every sensitive action, logged.
Changes take effect now
Update a role, it applies at once.
Secure sign-in for all
Single sign-on across the suite.
Set access once, and let it hold
Build a role, scope what it can touch, and assign it to the right people.
You decide who touches what
LIO lets you build a role, choose whether it acts on own or any records, and assign it, so access always matches the job.
- Create a role from the permissions you pick.
- Scope each action to own or to any record.
- Assign it, or grant one-off exceptions.
Stay in control as your team grows
Group people into teams, keep access tight, and check the audit log any time, so growing the team never means losing control.
- Organize people into teams.
- Keep every login behind single sign-on.
- Review who changed what, any time.
Everything you need to know
Get answers to the common questions about roles and permissions in LIO.
Yes. Create custom roles from the permissions you choose, then assign them to the right people, so access matches how your team actually works.
Give your team the right access.
Pick a plan that fits your team today and control access as you grow.