Security isn't a feature — it's a foundation. For brokerages handling sensitive client data, financial records, and compliance documents, the stakes couldn't be higher.
Role-Based Access Control
Not every team member needs access to everything. Our RBAC system lets you define exactly who can see, edit, and manage each part of your workspace.
Built-in roles include: - Owner — Full control over the workspace, billing, and team management. - Admin — Manage settings, integrations, and team permissions. - Manager — Oversee deals, leads, and team performance. Can approve workflows. - Agent — Day-to-day access to contacts, deals, and tasks assigned to them. - Viewer — Read-only access for stakeholders who need visibility without edit rights.
You can also create custom roles with granular permission sets — control access at the module, action, and even field level.
Single Sign-On (SSO)
For organizations using identity providers like Okta, Azure AD, or Google Workspace, our SAML-based SSO integration means one less password to manage.
Benefits include: - Centralized user provisioning and deprovisioning - Reduced password fatigue and security risks - Compliance with organizational security policies
IP Allowlisting
Restrict workspace access to specific IP addresses or ranges. This is especially valuable for brokerages with office-based teams or VPN requirements.
Audit Trail
Every action in your workspace is logged with a timestamp, user, and description. Audit logs are searchable, filterable, and exportable — essential for compliance reviews and incident investigation.
Data Privacy
AtlasBrokers is designed with privacy by default. Data is encrypted at rest and in transit, and our infrastructure is built on SOC 2 compliant providers. For Canadian brokerages, we're fully aligned with PIPEDA requirements.
Learn more about our security practices or contact our team for a security review.