ZINFI Access Management is a cloud-based solution for managing user, group, and module access within partner portals. It allows organizations to define roles, create user groups, and control access to records and modules, supporting secure, collaborative operations across teams and partners.

Key Features

Group and Role Management Create and manage user groups and roles for secure, structured access.

• Define groups for activities like sales, support, or events.
• Assign users, roles, subordinates, and subgroups.
• Set data-sharing rules within groups.

Module Access Management Control visibility and access to portal modules for different user groups.

• Configure which modules are available to specific users or partners.
• Manage access at a granular, role-based level.

User Profile Management Administer user profiles for tailored access and permissions.

• Set up user profiles with specific access rights.
• Adjust permissions as organizational needs change.

Import Engine Templates Management Bulk import records and manage import templates for efficient data handling.

• Configure import templates for standard and custom entities.
• Map template fields to module fields and auto-assign records.

Benefits

Enhanced Security and Compliance Granular access controls reduce risk and ensure data is only available to authorized users.

• Minimize unauthorized access to sensitive information.
• Ensure compliance with internal and external data policies.

Streamlined Collaboration Role-based access and group management facilitate teamwork and efficient operations.

• Enable secure sharing of records within groups.
• Support cross-functional and partner collaboration.

Operational Efficiency Automated access and module management reduce administrative overhead.

• Simplify onboarding and management of users and partners.
• Enable bulk data operations with import templates.