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Clients · Security

You decide who sees your clients.

Everyone sees only the clients their role allows, in the app and when they ask ZlyntOffice. Every rule applies to AI too.

Highlight

Access per clientComing soon

You will be able to limit a client to its owner and the people you name. It will stay hidden from everyone else, in search and when anyone asks ZlyntOffice.

What's inside

Client security, in detail.

  1. Role-based access

    Roles decide who can see and change your clients, and founders see everything. Seeing only your own clients, or only billing, is coming soon.

  2. Links open only what you sent

    Each secure link opens only the files or request it was sent for, and you can withdraw it at any time.

  3. Audit trail

    Every edit, upload, assignment and approval is logged with who did it, when, and the values before and after.

  4. Encrypted sensitive data

    Sensitive fields are encrypted and masked. Hosted in India today.

  5. Private to your business

    Your client records and files are never used to train AI models.

In practice

Restricting a sensitive client · Coming soon

  1. Ananya will be able to limit Kumar & Associates to herself and two colleagues.

  2. The client will be hidden from the rest of the team, in search and when anyone asks ZlyntOffice.

  3. Every change to its access is logged on the audit trail.

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