Platform / Admin / Identity & access

Identity & access · Beta Q2 2027

Give people the access their work requires.

Manage users, roles and organizational scope together, with clear oversight of who can do what.

Perspectiv user access screen with a user list, roles, scoped permissions and a role editor
Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →

From role to scope to review.

  1. Choose the roleStart with the responsibilities the person needs.
  2. Set the scopeLimit where that role applies and when it expires.
  3. Review the resultCheck effective access and keep the history.

Manage identity and access with confidence.

  • Users and groupsManage identities and security groups in one place.
  • Scoped rolesLimit a role to the appropriate entity, project or department.
  • Effective accessPreview what a person can actually see and do.
  • Temporary accessSet an end date instead of leaving access open.
  • Sign-in controlsConfigure authentication, sessions and security policies.
  • Audit and reviewReview assignments and inspect security history.

Everything in Identity & access

Everyone sees what they need, and nothing they shouldn’t.

Who can do what

  • Users
  • Roles and permissions
  • Security groups
  • Access policies
  • Legal entity security

Sign-in

  • Authentication configuration
  • Single sign-on with SAML or OpenID Connect
  • Two-factor sign-in with recovery codes
  • Automatic user set-up and removal (SCIM)

Oversight

  • User impersonation, restricted and logged
  • Access auditing
  • Sessions and devices
  • A security audit log

Granting access

  • Limit a role to an entity, project or department
  • Temporary access that ends on a set date
  • Ready-made roles you can copy and adjust
  • Preview a person’s effective access

Controls

  • Separation-of-duties rules that warn or block
  • Periodic access reviews
  • IP allow-list and idle timeout
  • Password rules and account lockout
  • Sensitive fields hidden or masked

Built on a connected platform.

Apply the organization structure, respect tenant controls and connect administrative oversight with operational monitoring.

Common questions

Questions

Are scope and permission the same?

No. Role defines allowed actions; scope limits where they apply.

Are these personal display settings?

No. Identity & access is scoped administration.

Apply for the private beta.

Apply for the private beta, opening Q2 2027 with CRM and Knowledge hub first.

Apply for the private beta Get product updates