User permissions
Select access by permission group or control individual capabilities for each company user.
- Add, view, edit and delete controls
- Group select and clear tools
- Company administrator management
Access based on role and responsibility
Give each user the access they actually need
Metisseo combines company separation, granular permissions and customer visibility controls so internal and external users work with the right information.
One company administrator login is free. Paid users and optional add-ons are billed monthly.
Metisseo workspace
Security
- Company-specific permissions
- Responsive on desktop, tablet and mobile
- Connected customer history
Owned and assigned scope
Restrict users to customers, opportunities, tasks and other records assigned to them.
- Reduce unnecessary data exposure
- Keep personal work queues clear
- Support team and manager roles
Documents and customer visibility
Store files privately and publish only the documents intended for customer access.
- File validation
- Company-defined categories
- Internal and customer-visible records
Account and delivery safeguards
Use tested email configuration, secure payment connections and controlled customer activation.
- SMTP testing before activation
- Stripe OAuth connection
- Customer login and portal controls
Questions
Frequently asked questions
Can users be permanently disabled?
Yes. Users can be disabled so they cannot sign in or count as active paid users, subject to the account controls in the workspace.
Are customer documents public?
No. Customer access requires the relevant portal and customer account controls.
Does every user see every company?
Not necessarily. Permissions can restrict records to owned or assigned scope.
Start with the core CRM
Create your free Metisseo company account
Set up one free company administrator, then add users and optional services only when they are needed.