Control who sees what with user roles and permissions

Ensure the right people have access to the right information. With user roles and permissions, you can control and manage access to sensitive documents and data, streamlining compliance and improving security across your organisation.

Screenshot of the main dashboard for JAVLN Officetech's document management software, where insurance brokers can manage documents and tasks.

How we keep your client data safe

Organise Client Data

User roles and permissions

Set up custom roles based on your team’s needs. Control who can view, edit, or manage client documents, tasks, and communications.

Assign and track client needs

Restricted access

Protect confidential data by limiting cabinet access to specific users. Restrict client or policy information based on the security settings in your policy management system.

Update client records.

Comprehensive user management

Easily manage your team’s access with our intuitive user management tools. Create, update, or remove roles as your team changes and grows.

Key compliance features

Customisable user roles

Tailor roles to your team’s needs, from administrative access to restricted views for sensitive documents.

Access control for cabinets

Manage access to specific cabinets, ensuring that sensitive documents are only accessible to authorised personnel.

Audit trails and monitoring

Keep track of who accesses what and when, and ensure a clear audit trail for compliance and security.

Task monitoring

Use the task audit tool to view all activities within a task, where all notes are time-stamped and locked, and all updates and changes are recorded.

See how JAVLN Officetech maintains compliance

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