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Setup SAML SSO with your preferred IdP and connect your HRIS for automated user provisioning. Role-based permissions, audit logs, and the ability to deactivate cards keep access tight and reduce administrative overhead.
Captured contacts are encrypted in transit and at rest with configurable retention windows. A clear data map shows which fields sync to your CRM and where copies of records are stored for compliance reporting.
Admins lock profile fields, reassign cards, and set branding rules from a central dashboard. These controls protect brand consistency while allowing regional teams to update role specific contact details within governance limits.
Typical pilots run 30 days with 25 to 100 users to validate lead capture workflows. Each pilot includes configuration guides, training sessions, and success criteria so IT and lines of business can approve a phased rollout.













