Security & permissions

Security comes first at Trackit

All data is stored encrypted, and access is controlled precisely by team and role. Two-step verification, access logs and more give you enterprise-grade security.

Every action leaves a record
From sign-ins to data exports, every sensitive action is logged
  • Teams and org chart

    Nest divisions, teams and squads as sub-teams, and give each person a position.

  • Data access scope

    Reps see their own data, team leads their team’s, and division heads everything under their sub-teams. Choose view-only or edit as well.

  • Roles and permissions

    Bundle permissions such as data download and upload into roles and assign them to people. New people just join a role.

  • View & dashboard access

    Choose who can see each view and dashboard, and whether they can only read or also edit.

  • Two-step verification

    After the password, users enter a code sent by KakaoTalk message or email.

  • IP restriction

    Allow sign-ins only from registered IP addresses to block outside access. Members who work on the road can be exempted.

  • Automatic logout

    Log people out after a set period of inactivity, so nothing on screen is left exposed while they are away.

  • Sensitive data masking

    Hide values such as national ID and bank account numbers so they never show on screen as is.

  • Encrypted storage

    All data is stored encrypted with secure methods such as AES-256.

  • User log

    Keep a one-year record of who signed in, changed permissions or exported data, and when.

  • Owner data handover

    When someone leaves or hands off their accounts, move all the customer data they owned to another person at once.

  • Rollout support

    The Trackit team helps you move data from your old CRM and spreadsheets and set up your team structure and permissions.

Get started today

From managing customer data to automating your work, start it all with Trackit.