security
Security & Role-Based Access Control
Enterprise-grade security with granular permissions and comprehensive audit trails.
- Plans from $150/user/year
- Cancel anytime
- 100%
- Encrypted
- 2FA
- Enabled
- SOC 2
- Aligned
Overview
What is Security & Role-Based Access Control in SalesTub?
Your customer data is your most valuable asset—protect it with enterprise-grade security. Define exactly who can see and do what with granular role-based permissions. Enable two-factor authentication for all users. Monitor every action with comprehensive audit logs. SalesTub is built with security at its core, from encrypted data storage to SOC 2-aligned infrastructure controls.
- Granular role-based access control with custom permissions
- Two-factor authentication (TOTP) for all user accounts
- Complete audit logs of every system action
- IP address whitelisting for office networks
- Session management with automatic timeout
- SOC 2-aligned infrastructure controls
- End-to-end encryption for sensitive data
- Password policies with complexity requirements
- Single Sign-On (SSO) with Google and Microsoft
How it works
Up and running in 3 steps
- 1
Define Roles
Create custom roles like Sales Manager, Sales Rep, or Read-Only Auditor. Each role gets specific permissions for modules and actions.
- 2
Assign Permissions
Fine-tune each role with granular permissions: read, create, edit, delete, export. Control access at the module, record, and field level.
- 3
Monitor Activity
Every action is logged with user, timestamp, IP address, and details. Searchable audit logs make compliance reporting easy.
Use cases
Built for how you sell
Whether you sell to businesses or consumers, at a counter or in the field, SalesTub adapts to your process — not the other way round.
Multi-Department Organizations
Different departments see only their data. Sales sees contacts and deals. Support sees tickets. Finance sees invoices. No accidental data exposure.
Regulated Industries
Meet compliance requirements for healthcare, finance, and government with complete audit trails, data encryption, and access controls.
Remote Sales Teams
Enable secure access from anywhere with 2FA, session management, and device tracking. Know exactly who accessed what and when.
Enterprise with Contractors
Give contractors limited access to specific accounts or projects. Revoke access instantly when projects end without affecting other users.
For the whole team
One tool, every role
Business owners
See exactly where revenue comes from, which channels convert and what will close this month.
Sales managers
Assign leads instantly, watch team activity live and make sure no follow-up is ever missed.
Sales reps
Less data entry, more selling — every lead, call and message in one place, on web and mobile.
Works with
Connected to the tools you already use
- Google SSO
- Microsoft SSO
- SAML 2.0
- Active Directory
- Okta
- Auth0
- OneLogin
- JumpCloud
FAQ
Security & Role-Based Access Control: questions
How granular are the permissions?
Extremely granular. You can control access at the module level (Contacts, Deals, Reports), action level (read, create, edit, delete), and even field level (hide sensitive fields from certain roles).
Is two-factor authentication mandatory?
2FA is available for all accounts and can be made mandatory by administrators. We support TOTP apps like Google Authenticator, Authy, and Microsoft Authenticator.
How long are audit logs retained?
Audit logs are retained for 2 years on Professional plans and indefinitely on Enterprise plans. Logs can be exported anytime for compliance or analysis.
Can I restrict access by IP address?
Yes. On Enterprise plans, you can whitelist specific IP addresses or ranges. Users connecting from non-approved IPs are blocked even with valid credentials.
Is data encrypted?
Yes. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Sensitive fields like OAuth tokens use additional encryption layers.
Do you support Single Sign-On?
Yes. We support SSO with Google Workspace and Microsoft 365. SAML 2.0 integration for other identity providers is available on Enterprise plans.
Explore more of SalesTub
All featuresContact Management
Organize and manage all your customer relationships in one central hub with powerful search and filtering.
Lead Management
Capture, qualify, and convert leads faster with automated lead scoring and intelligent routing.
WhatsApp CRM
A shared WhatsApp inbox linked to every lead, with approved templates, broadcast campaigns and a chatbot.
Put Security & Role-Based Access Control to work today.
Get started in minutes. Cancel anytime. No long-term contracts.
- Setup in 5 minutes
- No long-term contracts
- Cancel anytime
Or take SalesTub with you