METRICRM
FeaturesAIPricingResources
//
Talk to us
METRICRM
ProductPricingFeaturesAIIntegrations
ResourcesUser GuideContact
LegalTerms of ServicePrivacy NoticePDPA NoticeData Processing AgreementCookie Policy
© 2026 Webbalances Solution (003096168-D). All rights reserved.Version 4.21.0
All guidesUsers & securityInvite usersOrganise teamsRoles and permissionsSecurity policyAudit log
User Guide › Users & security

Security policy

Workspace-wide rules for sign-in and two-factor authentication.

For: Admins

Steps

  1. 1Go to Settings → Security.
  2. 2Choose who must use two-factor sign-in: everyone, or selected roles.
  3. 3Decide whether users may tick “Remember this device” for 30 days.
  4. 4Review the password rules that apply to everyone in the workspace.
  5. 5Save your changes.

Related guides

  • Invite usersAdd colleagues to your workspace and give them a role and seats.
  • Organise teamsTeams decide who sees team work and who receives routed items.
  • Roles and permissionsControl what each role can see and do, down to individual fields.
  • Audit logSee who changed what, and when.

Still need help? Contact support

On this pageStepsRelated guides