Data security and access control are critical, especially when dealing with sensitive client information and operational data. Formitize allows administrators to set role-based permissions, ensuring that staff members only have access to the information relevant to their roles.
In the User Management section of the Web Portal, you can assign roles and configure access levels for each user. For example, field staff may only need access to job information and safety procedures, while office administrators can view reports, invoices, and client contracts. Permissions can be applied to forms, documents, and reports, helping to prevent unauthorized data access.
This level of control enhances both data security and operational efficiency. Staff can focus on their tasks without being overwhelmed by irrelevant information, and sensitive data remains protected. Additionally, audit logs track user activity, providing a record of data access and modifications.
By implementing role-based permissions, businesses can ensure compliance with data protection regulations and maintain client trust.
