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PLATFORM MODULE

Control Access to the Right Data, for the Right People

Your relationship data is critical. Relecca protects access with two-factor authentication, custom roles with module-level permissions, and separate workspaces for each organization.

Secure Sign-In

Protect every account from the first login.

  • Credential Safety: Password strength requirements, forgot-password resets, and email verification.
  • Two-Factor Authentication: Authenticator-app (TOTP) codes with QR-code setup and recovery codes.
  • Enforced Enrolment: Require two-factor authentication before users can continue.

Granular Access Control (RBAC)

Define distinct permission levels for each team member.

  • Module-Level Rights: Configure permissions per module and sub-module for each role.
  • Focused Experience: Users only see the modules their role gives them access to.
  • Live Updates: Permission changes reach signed-in users without them having to log out.

Authentication

Access control starts before permissions do. Relecca covers the sign-in path as well as what a user can reach once inside.

  • Password-based sign-in with password strength requirements.
  • Email verification for new accounts.
  • Authenticator-app two-factor authentication with recovery codes.
  • Forgot-password and password-reset flows.

Roles Built Around Responsibility

Treating access as a single setting forces you to grant too much or too little. Each role in Relecca is configured module by module.

  • Custom roles for your own structure, such as Admin, Manager or Sales Rep.
  • Permissions set per module and sub-module.
  • Navigation that reflects what a role can actually use.
  • Reviewable role definitions instead of per-person exceptions.

Separate Workspaces per Organization

Permissions govern what your own people can do. Organization separation governs whose data a workspace contains at all. Each organization in Relecca works in its own workspace.

  • Each organization has its own workspace and data.
  • Users only see the organizations they belong to.
  • People who work with several organizations can switch between them.
  • Access removed when a user is deactivated.

Ready to configure Security & Permissions?

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Interactive Preview
Preview as Role:
Relecca Suite
Dashboard
Clients
Sales Deals
Dynamic UI Permissions Matrix

Below is what actions you can execute as a Representative in the platform:

View Customer DataAuthorized
Create Customer RecordsAuthorized
Edit / Update OpportunitiesUnauthorized
Delete Opportunities / Logged filesUnauthorized

Representative: The 'Edit' and 'Delete' buttons on your sales deal cards will be hidden in the UI.