// RevOps
Role-Based Access
Permission levels in a CRM tied to a user's role, controlling what they can view, edit or delete.
In depth
Good role-based access means sales reps can't see finance data, junior reps can't bulk-delete records, and only a small number of super admins can change global settings. Most CRMs support permission sets or profiles that can be assigned by team, keeping onboarding and offboarding simple.
Related terms
CRM Audit
A periodic health check of a CRM's users, permissions, data quality, workflows and reporting.
SSO
Single Sign-On, letting users log into a CRM using one company-wide identity provider rather than a separate password.
Two-Factor Authentication
A login security step requiring a second verification (code, app, key) beyond just a password.