# CRM Permissions & Audit Trail in Epsom

> Permissions & audit for Epsom businesses, from CubeCRM. UK-built, UK-hosted and set up around your team. Serving Guildford, Woking and Reigate too.

**URL:** https://cubecrm.co.uk/features/permissions-and-audit/surrey/epsom

We support businesses in Epsom the way we would want to be supported ourselves: somebody who knows the account, on the end of a phone, and in the room when being in the room is what the job needs. Epsom is comfortably within a morning’s drive of our Olney office.

## Details

- **Feature:** CRM Permissions & Audit Trail
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Location:** Epsom, Surrey
- **Distance from our Olney office:** 60 miles - comfortably within a morning’s drive of our Olney office
- **Postcode districts:** KT17, KT18, KT19
- **Also known as:** Access control, User roles, Audit log, Field-level security, Approval workflows

## Coverage

We cover Epsom and the surrounding area, including Town Centre, Ewell, Stoneleigh, Cheam and Ashtead, across the KT17, KT18 and KT19 postcode districts. We also work with businesses in Guildford, Woking and Reigate and elsewhere in Surrey.

## 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/surrey/epsom
- **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/surrey/epsom
- **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/surrey/epsom

## 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/surrey/epsom
- **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/surrey/epsom
- **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/surrey/epsom

## Elsewhere in Surrey

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

## 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)