Security

Security made practical for everyday teams

Set clear access rules, protect your member data, and keep track of important activity.

Private data

Your organization data stays separate from other organizations.

Team access

Choose who can view or change each part of your system.

Security Controls

Built-in safeguards

These settings are built in, so your team can manage them without extra tools.

Team access controls

Choose who can view or edit each part of your organization's workspace.

Private organization data

Each organization's data stays separate from other organizations.

Activity history

Review important actions and money updates when you need to check what happened.

Email safety settings

Manage sender details and email safety options from one place.

Hosted portal controls

Manage fixed portal behavior and member-facing access from your team's settings.

Secure online payments

Stripe-backed checkout, receipts, refunds, and reconciliation stay tied to member and invoice records.

Compliance

Everyday compliance tools

Handle common privacy and record-keeping needs in simple steps.

  • Download communication consent records when needed
  • Handle remove-my-data requests for communication settings
  • Control who can change sensitive organization settings
  • Manage login and member profile page behavior