Security Settings#
Navigate to System & Settings > Security to configure your organization security:
- Two-Factor Authentication (2FA) — Require all users to enable 2FA for an extra layer of account security
- Session management — Set session timeout durations and view active sessions
- Password policies — Enforce minimum password strength requirements
- IP allowlisting — Restrict access to specific IP addresses
Approval Workflows#
Set up approval workflows from Settings > Approvals to require sign-off on important actions:
- Deal discounts — Require manager approval for discounts above a threshold
- Quote approvals — Route high-value quotes through an approval chain
- Expense submissions — Review and approve team expense reports
Approvals are visible to Organization Admins and Super Admins only.
Data Migration#
The Data Migration tool helps you import data from other CRM systems or spreadsheets:
- CSV and Excel file uploads
- Field mapping with auto-detection
- Duplicate detection and merge options
- Import history and rollback capability
Data Warehouse#
Connect to external data warehouses for advanced analytics and reporting. The Data Warehouse integration supports:
- Scheduled data exports
- Custom SQL queries
- Integration with business intelligence tools
Audit Logging#
AutomateNexus maintains an audit log of all significant actions within your organization. Track who changed what and when, including user logins, setting changes, data modifications, and permission updates.