Deal and relationship management software for financial and professional services firms

Intapp DealCloud permissions and user groups

Promote data sharing — without compromising your firm’s security

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Intapp DealCloud
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Empower platform administrators to control access to data with flexible and granular control. Determine the level of data visibility and administrative access based on roles, datasets, capabilities, objects and dashboards.

With effective permission structures, ensure that your teams stay informed on a need-to-know basis without the risk of compromising processes or data.

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Customize and edit user-based permissions to fit your firm’s security and compliance requirements.

Protect data integrity while promoting transparency

Increase security and control 

Prevent conflicts of interest with limited data access and role-based permissions.  

Simplify data governance 

Reduce risk associated with data manipulation by restricting access and edit rights to authorized personnel.  

Confidently balance transparency 

Institutionalize firm data, while safeguarding sensitive information through access controls and edit restrictions. 

Share relevant data among users and teams — without compromising security or process flow

Capabilities and tools permissions 

Control which reporting, data management, and admin tools a user group can access.

Data access permissions 

Determine which data objects and field-level details a user group can create, edit, and view.

Object access permissions 

Control which authorized user groups to create, edit, or delete new data objects with granular object-access permissions.

Dashboard access permissions

Restrict who can view specific dashboards and detail-page reports.

Learn more about Intapp DealCloud

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