Role-Based Access Control: Securing Your Team's Data

Role-Based Access Control (RBAC) is one of the most important security features in any business platform. It ensures that each team member has access only to the data and features they need to do their job, reducing the risk of accidental data exposure or unauthorized changes.

Built-In Roles

• Owner — Full access to everything, including billing and organization settings
• Admin — Full access to features and data, but cannot change billing or delete the organization
• Manager — Access to team-level data, reports, and user management within their scope
• Member — Access to their own data and shared resources

Custom Roles

Need something more specific? TrueValue lets you create custom roles with granular permissions. Control access at the module level (CRM, Marketing, Payroll), the feature level (view, create, edit, delete), and even the data level (own records, team records, all records).

Best Practices

• Follow the principle of least privilege — give the minimum access needed
• Review roles quarterly and remove unnecessary permissions
• Use custom roles for specialized positions instead of elevating to Admin
• Enable MFA for all accounts, especially those with elevated access
• Audit access logs regularly for suspicious activity