Mask phone numbers and email addresses from the people who should not see them, decide exactly what each role can see and do, and keep a permanent audit log of every change and every failed sign-in.
A rep can work a client without seeing the full number; calls still go through from the BMexa app.
Roles, departments and sidebar profiles decide what each person sees, and an admin can fine-tune one person's access under Company settings.
Managers see the clients of their team; a rep sees their own. Who sees a full number is a setting, not a guess.
Every user action with who, what, which record and when, under Team › Activity logs.
The admin's unedited record of every change and every failed sign-in, under Company settings.
When a rep leaves, their clients are transferred with the full timeline, so nothing walks out with them.
Give each person the role and department that fits, and adjust their feature access if needed.
Choose who works with masked numbers and who sees them in full.
Check the activity log and the audit log whenever something needs explaining.
Yes, from the BMexa app. The call goes through without the number being shown.
No. The audit log is a permanent, unedited record.
Masking covers personal details such as phone numbers and email addresses for the people it applies to.
Yes. The audit log under Company settings records every failed sign-in alongside every change.
Yes. A company admin can fine-tune what one person can see and do under Company settings › Features, without changing their role for everyone.
Step-by-step guides for each part of this workflow.