AI, Automation & Reports
Security & Audit
Two-factor login, session control, role permissions, an audit log and a separate workspace for every company. Security & Audit is the set of controls an admin uses to protect a workspace: two-factor authentication with recovery codes, a list of signed-in sessions, role-based permissions, login history and an audit log.
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Who it is for
Owners and IT admins who must show who can see what.
Included in every workspace. See plans and modules
How it works, step by step
Each person can turn on two-factor login and sign out other sessions. Admins decide what each role can do, and sensitive actions are written to the audit log. Every company works in its own workspace.
- Open Security in your profile.
- Turn on two-factor login and save the recovery codes.
- Review signed-in sessions and sign out the ones you do not recognise.
- As admin, review roles and read the audit log.
What you get
- Two-factor authentication
- Recovery codes
- Session list and sign-out
- Role-based permissions
- Audit log
- API tokens
- Separate workspace per company
What it connects to
- Org Tree, Custom Roles & Team ScopeModel your reporting lines, build your own roles, and limit what each person sees to their own team.
- Employee RecordsEmployee profiles, documents, company assets and lifecycle events, with CSV import for a whole team.
- Reports & AnalyticsDashboards for sales, customers, products, HR, support and money, built from the work your team already logs.
Getting set up
Open Security in your profile to turn on two-factor login. Review roles in Settings.
- Help guideAdding your team, roles and permissionsAdd employees, set reporting managers, create custom roles and limit managers to their own team in BizzSetu.
- Help guideBilling, plans and modulesHow BizzSetu plans work: the Full CRM bundle or separate modules, free trial, payment, auto-pay, invoices and cancellation.
- Help guideYour data and securityHow BizzSetu separates company data, controls access with roles and two-factor login, and how to export or delete your data.
Security & Audit: questions and answers
- Is two-factor login available?
- Yes. Each user can turn it on, with recovery codes in case the phone is lost.
- Can one company see another company's data?
- No. Each company works in its own workspace, and users sign in to a named workspace.
- Where is the audit log?
- Admins can open login history, device logs and the audit log from the Security pages.
- Which module is this part of?
- Security & Audit is part of every BizzSetu workspace.
See Security & Audit on your own data
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