Security & access
The right people see the right numbers.
Security and access control for agencies: sign in with Microsoft or Google, roles and permissions, teams, and an audit log.
Pick a question. See where Frankly answers it.
Roles and permissions
Example
Roles and permissions decide what each person can see and do.
Audit log
Recent
The audit log keeps a record of what changed and who changed it.
Sign-in
Your workspace
People sign in with their Microsoft or Google account.
Three layers of control.
Sign-in
Sign in with Microsoft or Google.
Roles, permissions and teams
Decide what each person can see and do.
Audit log
A record of what changed and who changed it.
From sign-in to sign-off.
01
Sign in securely
People sign in with their Microsoft or Google account.
Microsoft or Google sign-in.
Sign-in
Your workspace
02
Set roles, permissions and teams
Give each person the access their work needs, and organize them into teams.
Roles and permissions, teams.
Roles and permissions
Example
03
Keep a record
The audit log records changes and who made them. Agents work inside the same permissions as the person using them.
Audit log, agents within each user’s permissions.
More on agentsAudit log
Recent
What security and access mean for your role.
Same controls, different questions. Pick yours.
Agency owners
“Who can see what?”
Owners decide who sees the numbers, and keep a record of what changes.
Roles and permissions
What each person can see and do.
Audit log
What changed, and who changed it.
Microsoft or Google
Sign in with an account you already have.
Agents
Inside each user’s permissions.
Finance and operations
“Can we keep financials need-to-know?”
Finance teams keep financial access with the people who need it.
Permissions
Need-to-know by role.
Audit log
A record of changes.
Approval workflows
For estimates and invoices.
Teams
Group people by team.
Account leads
“Can I give someone the access they need?”
Account leads get people into the work with the right level of access.
Roles
Access by role.
Teams
Group people together.
Permissions
What each role can do.
Microsoft or Google
Sign in with either.
Project and traffic managers
“Can I organize people into teams?”
Project managers group people into teams and plan around them.
Teams
Organize your people.
Roles
Who does what.
Resource planning
By role and person.
Permissions
Set by role.
Agents
Agents do the legwork. You make the call.
Frankly’s agents work inside the system and inside your permissions. They propose; you accept.
More on agentsProposes, then waits
An agent suggests the change. Nothing happens until you accept it.
Sees only what you see
Agents inherit your permissions. No elevated access, ever.
Works where the money is
Agents work with your projects, estimates and finances, all within each user’s permissions.
Also in Security & access.
Control that stays out of the way.
Microsoft sign-in
Use your Microsoft account.
Google sign-in
Use your Google account.
Roles and permissions
What each person can see and do.
Teams
Group your people.
Audit log
What changed, and who changed it.
Agents within permissions
No elevated access, ever.
The rest of Frankly.
Open where it should be. Closed where it shouldn’t.
See security and access in Frankly in a walkthrough.