Control access and follow the history behind your information
Choose who can read emails and documents, share selected details with other audiences and trace important values to their originals. Use your deployment’s company sign-in and MFA options to protect member access.
Team view
- Delivery date
- 18 October
- Internal price
- £12,400
- Supporting documents
- Permitted for this audience
Customer view
- Delivery date
- 18 October
- Internal price
- Not included
- Original files
- Not included
Choose the fields each audience can read while keeping the original email intact.
Access and disclosure
Give colleagues access to the connected sources they need. Share selected fields and documents with customers or applications, with separate controls for original files, masked values and shared links.
Access controls explains how to choose what each recipient can read and download.
History and retention
Open the document behind a value, see its correction history and identify which version was shared. Retention settings govern how long each type of material remains available.
History and retention explains recorded actions, retained versions and the separate rules for shared downloads and source material.
Sign-in and identity
Use enabled company sign-in options and require MFA with the factors your organization chooses. Members complete required enrollment before accessing protected work pages.
Sign-in and identity covers SAML or OpenID Connect where enabled, verification and sensitive account changes.
Review the controls your organization needs
Preview a view as a colleague, external recipient or connected application. Check permitted fields and files alongside recorded access and review activity.
Use the buyer’s guide to confirm hosting, provider, retention and regulatory requirements for your deployment and processes.
See the information each recipient can read
Compare a colleague’s view with an outside recipient’s access, including visible fields, supporting documents and recorded requests.