Setting Up Security and Permissions

Our company includes advanced security settings for admins to control access, data visibility, and authentication. 🔐

🔑 Authentication Settings

• Enable 2FA under Admin > Security
• Require strong passwords and password rotation every 90 days
• Enable IP restrictions to allow access only from approved locations

🧾 Permissions

Use custom roles to restrict access to sensitive features like exports, billing, or user management. Each permission setting includes a description of what the role can and cannot do.

🔐 Single Sign-On (SSO)

Support Cloud integrates with popular identity providers like Okta, Azure AD, and Google Workspace. Enable SSO under Admin > Authentication and follow the connection instructions.

🧯 Troubleshooting

• SSO isn’t working? Ensure the callback URL and token match the IDP settings.
• Locked out of account? Use the emergency admin contact recovery method.