Intapp DealCloud permissions and user groups
Empower platform administrators to control access to data with flexible and granular control. Determine the level of data visibility and administrative access based on roles, datasets, capabilities, objects and dashboards.
With effective permission structures, ensure that your teams stay informed on a need-to-know basis without the risk of compromising processes or data.
Prevent conflicts of interest with limited data access and role-based permissions.
Reduce risk associated with data manipulation by restricting access and edit rights to authorized personnel.
Institutionalize firm data, while safeguarding sensitive information through access controls and edit restrictions.
Control which reporting, data management, and admin tools a user group can access.
Determine which data objects and field-level details a user group can create, edit, and view.
Control which authorized user groups to create, edit, or delete new data objects with granular object-access permissions.
Restrict who can view specific dashboards and detail-page reports.
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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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