Administration & Control
Take full control of your user base and connection rules through a centralised admin suite.
Centrally Manage Your Organisation at Scale
Straightforward User Management
Configure your organisation by connecting the right people and building professional servicing teams.
Onboard staff and clients quickly using simple invitations either individually or by CSV
Build servicing teams to define address books to control who can message whom.
Invite clients and instantly assign them to specific staff members.
Granular User Controls
Maintain oversight of your platform with flexible permission settings and robust account security measures.
Assign administrative or data reviewer roles to manage permissions and monitor chats.
Manage platform access by suspending or deactivating users as your team changes.
Enforce secure login standards for users with multi-factor authentication registration.
Enterprise-Grade Security Controls
Protect your firm’s sensitive data by defining strict boundary rules and device access policies.
Manage access by provisioning file downloads and contact data on mobile devices
Set attachment type whitelists and control allowance of password protected files.
Control staff access with optional IP network and email domain restrictions.
Start your 30-day free trial
Secure your client communications now.
No credit card required
Cancel anytime
.svg){kind=icon}