Clever roles & permissions to build secure access control for Ops teams

Build a secure operations environment where every team member and external partner has exactly the access they need. Forest Admin's comprehensive permission system combines flexibility with robust security to support complex operational workflows.

A complete permission system for your operations hub

Whether you're managing internal teams or working with external partners, Forest Admin adapts to your security needs with powerful, easy-to-configure access controls.

Flexible permission levels for your ops teams

Start with our four preset permission levels to control project settings and UI layout access. Admin, Developer, Editor and User: each role provides the right level of access required for their tasks.

Custom roles to match your workflows

In Forest Admin, you can define precise data access and action permissions through custom roles. Create sophisticated workflows and control exactly what each team member can see and do. That’s perfect for setting up multi-level support or approval processes.

Contextual data filtering with Scopes

Use customizable scopes to automatically filter content based on user context. Fine-tune data visibility and ensure team members see exactly what they need – nothing more, nothing less.

Teams and team-optimized Layouts

Give each team their ideal workspace by customizing column arrangement and default views. Focusing on transaction IDs for Support teams or account names for sales teams, make sure every team gets a tailored experience.

Secure external access management

Extend your operations efficiency by safely sharing specific parts of your admin interface with external partners. Perfect for BPO and for collaborating with franchisees, resellers, or clients, while maintaining full control over their access.

Granular permissions at every level for total control

Control access with precision using default collection permissions, approval workflow controls, and conditional rules based on values and thresholds. Set the right balance of access and restrictions across your entire operations hub.

Level up your operations today

Accelerate process handling, resolve support issues faster, close cases more efficiently and track team performance.