# CRM Permissions & Audit Trail in Amersham

> CRM Permissions & Audit Trail for businesses in Amersham. CubeCRM covers Amersham as well as Olney, Milton Keynes and Aylesbury, with setup, training and support from our Olney office.

**URL:** https://cubecrm.co.uk/features/permissions-and-audit/buckinghamshire/amersham

Amersham is well within our regular travel radius from Olney, which means discovery and training can happen in person rather than over a screen share. That matters more than it sounds: sitting with the people who answer the phone and send the quotes tells us more than any questionnaire.

## Details

- **Feature:** CRM Permissions & Audit Trail
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Location:** Amersham, Buckinghamshire
- **Distance from our Olney office:** 34 miles - well within our regular travel radius from Olney
- **Postcode districts:** HP6, HP7
- **Also known as:** Access control, User roles, Audit log, Field-level security, Approval workflows

## Coverage

We cover Amersham and the surrounding area, including Old Amersham, Amersham-on-the-Hill, Chesham Bois, Waterside and Woodside, across the HP6 and HP7 postcode districts. We also work with businesses in Olney, Milton Keynes, Aylesbury and High Wycombe and elsewhere in Buckinghamshire.

## What it does

- **Roles and teams:** Permissions by role, team and territory, from own-records-only to everything.
- **Record and field level:** Hide sensitive fields such as margin, or restrict confidential accounts to named people.
- **Approvals with limits:** Discounts and exports routed to the right person, with the decision recorded.
- **Immutable audit trail:** Every change, sensitive view and export logged with who, what and when.
- **Single sign-on:** Microsoft or Google sign-in, so leavers lose access when their account is disabled.
- **UK hosted:** Data, backups and support in the UK, with a full export available any time.

## How it works

1. **Map who needs what:** Roles and teams agreed during discovery, from the way you already share information.
2. **Set the limits:** Discount thresholds, export rules and any confidential accounts.
3. **Check it any time:** The audit trail answers "who changed this?" in seconds.

## Figures

- **Field** Level permissions as standard
- **Every** Change recorded, with who and when
- **UK** Hosted, backed up and supported

## Frequently asked questions

**Does CubeCRM make us GDPR compliant?**

It supports compliance - consent records, access control, audit trails, retention rules and UK hosting - but compliance depends on your own policies and processes too.

**Can we hide margin from salespeople?**

Yes. Any field can be hidden or made read-only for a role.

**Is the audit trail editable?**

No. It is append-only, so it can be relied on.

**Is this an enterprise add-on?**

No. Permissions, approvals and audit are in the base product.

## Problems it helps solve

- **Cloud CRM Software** - An online CRM hosted in UK data centres - nothing to install, nothing to back up, and the same customer record on every desk and every phone. https://cubecrm.co.uk/software/cloud-crm-software/buckinghamshire/amersham
- **B2B CRM Software** - A CRM built around companies, sites and buying groups rather than individual consumers - for long sales cycles, repeat business and accounts with many people in them. https://cubecrm.co.uk/software/b2b-crm-software/buckinghamshire/amersham
- **Client Management Software** - For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record. https://cubecrm.co.uk/software/client-management-software/buckinghamshire/amersham

## Related features

- **CRM Contact & Company Records** - One shared record per customer: every company, site, contact and role, with every email, call, quote and case on the same timeline. https://cubecrm.co.uk/features/contacts-and-companies/buckinghamshire/amersham
- **CRM Integrations & API** - Microsoft 365, Google Workspace, Xero, Sage, QuickBooks, Mailchimp, website forms and phone systems - plus a documented REST API and webhooks, all included. https://cubecrm.co.uk/features/crm-integrations/buckinghamshire/amersham
- **CRM Case Management** - Customer queries and complaints as cases on the customer record - with owners, priorities, response targets and the account owner kept informed. https://cubecrm.co.uk/features/case-management/buckinghamshire/amersham

## Elsewhere in Buckinghamshire

See https://cubecrm.co.uk/features/permissions-and-audit/buckinghamshire for CRM permissions & audit trail across Buckinghamshire.

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)