Employee permissions
Employees see the records and actions allowed by their assigned role.
Security & trust
Keep employee access, customer access, and connected tools separate.
Employees work inside Unified, customers use a separate portal, and connected services use server-side credentials. Each person sees the information intended for them.
Separate access for each user type
Employees, customers, and connected services use different access paths.
01Employee workspaceRole controlled
02Customer portalCustomer only
03Server integrationsServer managed
Access and security
Who can see what in Unified.
Separate customer portal
Customers use UniPortal and do not enter the internal employee workspace.
Protected service credentials
Credentials used for connected services stay on the server instead of being exposed in the browser.
Activity history
Ticket changes, comments, assignments, and related updates remain attached to the work.
Available security controls depend on the features and integrations your team uses. Contact Unified to review your specific requirements.
See if Unified fits
Review your access and security needs with us.
Tell us who will use Unified, what customers should see, and which tools need to connect.
Talk to sales