Control Access, Prove Accountability Security
Granular role-based permissions (super admin, admin, user, third-party), module-level access, and a complete system audit trail.
Live in days, not quarters.
Configure
Set up Security with your workflows, pipeline stages, and user roles in minutes.
Integrate
Connect other TrustEdge modules and third-party tools — email, WhatsApp, and your ERP.
Go live
Start selling with full training, data import support, and ongoing assistance from our team.
Everything Security puts in your reps' hands.
Role-based Access Control
Streamline your sales workflow with built-in role-based access control — purpose-built for B2B teams.
Module-level Permissions
Streamline your sales workflow with built-in module-level permissions — purpose-built for B2B teams.
Multi-tenant Project Isolation
Streamline your sales workflow with built-in multi-tenant project isolation — purpose-built for B2B teams.
Complete Audit Trail
Streamline your sales workflow with built-in complete audit trail — purpose-built for B2B teams.
Third-party / Restricted Access
Streamline your sales workflow with built-in third-party / restricted access — purpose-built for B2B teams.
User & Team Management
Streamline your sales workflow with built-in user & team management — purpose-built for B2B teams.
Every stage of the deal, covered.
Roles, Permissions & Audit feeds straight into your pipeline — no exports, no re-keying.
“Role-based access and the audit trail made our compliance reviews painless. Leadership finally has real-time dashboards instead of week-old reports.”
Plays nicely with every other module.
Roles, Permissions & Audit shares one data layer with the rest of TrustEdge — no connectors required.
Questions, answered.
TrustEdge's Roles, Permissions & Audit is built for modern B2B sales teams with multi-tenant project isolation, role-based access, and a fully integrated CRM — so leads, quotes, communication, and reporting all live in one place.
Most teams are live within 1-2 weeks depending on team size. TrustEdge's team handles data import, pipeline configuration, user training, and go-live support.
Yes. TrustEdge connects to Gmail and Outlook, WhatsApp, your ERP, and 5,000+ apps via Zapier webhooks — plus inbound lead webhooks from Meta and your website forms.
Yes, comprehensive onboarding and remote training are included for all sales reps and managers. TrustEdge also provides ongoing support after go-live.
Ready to put Security to work?
Book a free demo and see how Roles, Permissions & Audit transforms your sales operations.