User Permissions and Activity History

Securely Control Access and Track Every Action

With Zapa Client Portals, you can easily manage user permissions and ensure access to client files is properly restricted and audited. Our User Permissions feature allows you to control who has access to what files, while our Audit History feature lets you track every action taken within the portal, providing a detailed log of who did what and when.

Our User Permissions and Audit History feature gives you complete control over access to your client files, making it easy to ensure sensitive information stays safe and secure. With granular control over permissions, you can restrict access to specific files or folders, ensuring only authorized personnel can view or edit them. Meanwhile, our Audit History feature tracks every action taken within the portal, providing an easy-to-read log of who did what and when.

As a professional, you need to instill confidence in your customers by keeping their sensitive information secure.

Challenges

  • Difficulty ensuring access to client files is properly restricted
  • Inability to track who has accessed client files
  • Risk of sensitive information being leaked or accessed by unauthorized personnel

We're here to help:

  • Provides granular control over user permissions, allowing you to restrict access to specific files or folders
  • Tracks every action taken within the portal, providing an easy-to-read log of who did what and when
  • Ensures sensitive information stays safe and secure, reducing the risk of leaks or unauthorized access

Benefits

  • Increased peace of mind knowing client files are secure and access is controlled
  • Improved ability to comply with regulations and guidelines around data privacy and security
  • More efficient workflow by simplifying access control and tracking

With Zapa Client Portals:

  • Our clear permissions workflow provides granular control over user permissions, ensuring only authorized people have access to sensitive client files. This, in turn, reduces the risk of leaks or unauthorized access, providing increased peace of mind
  • The Activity History Audit feature tracks every action taken within the portal, providing an easy-to-read log of who did what and when. This makes it easy to comply with regulations and guidelines around data privacy and security
  • With our User Permissions and Activity History features, you can easily manage user permissions and track every action taken within the portal, simplifying access control and tracking. This leads to a more efficient workflow, allowing you to spend more time on other important tasks

LOVED BY THOUSANDS

Zapa customer profile image
Britt L. Stouffer, Esq.
Managing Partner, Stouffer Legal
ZAPA has made a MAJOR impact.

We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!

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