Security & Access
Prerak gives admins fine-grained control over who can see and change what, plus enterprise identity and auditing controls.
Access control
Where to find it: Settings → Access control.
Govern access through preset roles, team-based visibility, permission sets, and field-level policies. This is where you decide, at a granular level, who can view and edit which records and fields.
Identity and single sign-on
Where to find it: Settings → Identity & access.
Configure SSO/SAML, SCIM provisioning, MFA, and session controls for the whole workspace — so team access is managed centrally through your identity provider.
Personal two-factor authentication
Where to find it: Settings → Security.
Individual users manage their own two-factor authentication and account security here.
Audit log
Where to find it: Settings → Audit log.
An immutable, exportable record of critical workspace changes — for security reviews and compliance reporting.
Territories
Where to find it: Settings → Territories.
Define territory hierarchies, assign team members, set routing rules, and roll up forecasts along your territory structure.
Tip: Combine access-control roles with territories so reps see the accounts and deals in their patch — and nothing they shouldn't.