Security & permissions
Authentication
Require two-factor authentication
Everyone must set up an authenticator app before their next sign-in.
Sign people out after
Of inactivity, on every device.
Single sign-onEnterprise
SAML single sign-on
Sign in with Okta, Google Workspace or Microsoft Entra ID.
SCIM provisioning
Add and remove people automatically from your identity provider.
Who can join
Allowed email domains
People with these addresses can join with a link.
locally.inc
Only invite people from these domains
Guests from other companies need an admin to add them.
Role permissions
Owners can always do everything.
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View and edit customers, contracts and tasks | ||||
| See balances, transactions and invoices | ||||
| Export data to CSV | ||||
| Create and edit workflows | ||||
| Connect apps and manage API keys | ||||
| Invite people and change roles | ||||
| Manage plan and billing | ||||
| View records shared with them |
Active sessions
Devices signed in to your account.
Chrome on macOSThis device
San Francisco, US · Active now
Accordee for iPhone
San Francisco, US · Today, 8:12 AM
Safari on iPad
Oakland, US · Oct 24
Edge on Windows
Ho Chi Minh City, VN · Oct 19