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Admin & Security

Enterprise security without enterprise complexity.

Role-based access, IP allowlisting, audit log and a security overview for your workspace.

See This in Action All Modules

How it connects

  • Roles & permissions control access to every module's read/write actions
  • The audit log records changes across every module
  • Admins can restrict access to approved IP ranges
  • IP allowlist rules are checked on every request

What you can do in Admin & Security.

Each area below describes the task it helps your team with and how it connects to the rest of Sentinel.

01

Roles & Permissions

How it connects

Role-based access applies across Sentinel, so what a person can see and do depends on their role.

Features

  • Manage role assignments from one page
  • Use the built-in roles to control what each team member can see and do
  • Assign a role to each team member
  • Every change is logged in the audit trail
02

Audit Log

How it connects

Every module records its changes in the audit log, giving you one place to see who did what and when.

Features

  • Search and filter the log by action
  • Color-coded action types make activity easy to scan
  • Expand any entry to see the full record, the email of the person and the exact time
  • Breakdowns of actions and of your most active users
  • Records changes across every module
03

Security Centre

How it connects

The IP allowlist is checked before any page or API is served, so it covers the whole platform.

Features

  • A security score with interactive checks
  • IP allowlist: add the address ranges allowed in, and switch individual rules on or off
  • Visitors outside your allowed ranges see a clear access-denied page
  • An API key hygiene panel that links to Integrations
  • A panel of recent security events

How Admin & Security connects to the rest of Sentinel

Because every capability shares the same data, Admin & Security works better when the rest of your team is in Sentinel too.

Platform & Customisation

Custom fields sit inside the same role-based access as standard records.

AI Engine

Sentinel AI follows your permission settings, so people see only what their role allows.

Integration Framework

API keys scoped to exact permissions.

Security summary

Controls your admins can rely on.

A short list of what is in place today. How we handle data more broadly is set out in our Privacy Policy.

Role-based access

Every page and action checks the person's role and whether they may see their own records, their team's, or the whole company's.

IP allowlisting

Admins can restrict access to approved IPv4 address ranges for their own company.

Audit log

Owners and admins can review a company audit trail of sensitive actions.

Encrypted credentials

API keys, webhook keys and integration tokens are stored encrypted.

Two-factor sign-in

Sign-in can require a one-time code, sent by email and SMS, after the password. It is a company-level setting that Zreo switches on for your company.

Explore other modules

CRM EngineService CloudMarketing CloudCommerce & QuotingAnalytics & ReportingAI EngineCommunication HubAutomation EngineIntegration FrameworkDocument ManagementPlatform & Customisation
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