Skip to main content

Security Overview

Security documentation explains permissions, roles, memberships, impersonation, and audit logs.

What this page covers

This page introduces the main concepts, boundaries, and workflows for security overview.

Key ideas

  • Records are organisation-scoped where applicable.
  • Permissions control access.
  • Activity history records important changes.
  • Documents, notes, and tasks are available where supported.
  • Commercial and financial snapshots remain stable where required.