Access Control/Permissions
Set custom access levels so only authorized users see what they need
Keep sensitive information secure by assigning role-based permissions. With ATOM, you can customize access levels so each user only sees the tools, clients, and data relevant to their role – nothing more, nothing less.
With Access Controls, you can:
Role-Based Access
Assign permission by role
Create user roles (e.g. admin, manager, staff) and assign permissions at the role level. Users inherit only the capabilities you allow — keeping sensitive functions limited to proper roles.
Granular Data Access
Control visibility
Limit who can view or edit specific modules (e.g. billing, client records, tasks) or individual data fields. This ensures users access only what they need — and nothing more.
Flexible Overrides
Customize access anytime
Override role settings for individual users without disrupting role structure. Grant or deny access selectively to accommodate unique responsibilities or exceptions.
Secure by Design
Enforce Security While Empowering Your Team
Strong security doesn’t have to block productivity. With ATOM’s access control system, you keep firm safeguards in place – yet your team still gets access to the tools and data they need. You decide who sees tax returns, upload permissions, reports, and more – with just a few clicks.
Track Everything
Real-Time Access Logs & Auditing
Every time a user views, edits, or deletes a record, it’s logged. You’ll always know who did what, when — making audits, compliance, and internal reviews effortless and transparent.
How Access Controls & Permissions Make Your Work Easier
Data Protection
Prevent unauthorized access and protect sensitive client information, keeping your firm compliant and your clients’ privacy intact.
Least Privilege Principle
Apply the principle of least privilege — giving users only the minimal access they need to do their job, reducing risk of accidental or malicious misuse.
Scalable Permission Model
As your firm grows, easily add roles, adjust permissions, or onboard users without reworking your security setup.
User-Specific Adjustments
Override role settings for edge cases or exceptions — no need to rebuild your entire permission scheme to accommodate a unique employee role.
Audit Trail Transparency
Maintain full logs of user actions which support internal security policies, compliance or regulation reviews, and forensic investigations if needed.
Peace of Mind
Rest confident that your sensitive documents, client data, and internal operations are shielded — while your team still works efficiently.
The # 1 Practice Management Solution designed with your Office in mind
Your gateway to office productivity excellence.