Pomio Insights
Articles on how a CRM is set up: the multi-tenant model, permissions, MFA and data export. Answer-first, from Pomio CRM.
Yes — every person who works in the CRM should have their own named login; shared accounts break ownership, the audit trail, permissions and offboarding. Pomio CRM invites each user by email, gives each person their own role permissions and records actions per user in the audit log.
Yes — CSV export lets you download contacts and companies from the CRM for backups, reporting, or migration. How Pomio CRM handles CSV export.
Yes — multi-factor authentication (MFA) reduces account takeover risk for CRM logins. How Pomio CRM uses authenticator app 2FA.
RBAC in a CRM combines a permission (what you may do) with a scope: own records, team records, or the whole tenant. How Pomio CRM applies own/team/tenant scopes.
A multi-tenant CRM runs one product for many separate organisations (tenants), with isolated data and configuration. How Pomio CRM uses this model.
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