Define roles and scope
Owner, Admin, Member, Customer, Guest + unlimited custom roles. Module-level (project, task, CRM, file, finance) and action-level (view / edit / delete / share) permissions in one panel.
Module-level RBAC, project & client scopes, 2FA, session management and a GDPR-compliant audit trail in one panel. Mana AI catches idle permissions and suspicious access patterns before any leak happens.
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A public link in Drive, a single admin in Slack, 30 linked pages in Notion. On resignation, account closure is 'forgotten'; in audits, 'who saw what?' goes unanswered.
A single link leaks proposals, pricing, contracts. Who opened it, who downloaded it — no answer; in a GDPR audit you have nothing to show.
One person has access to everything. When they're on vacation work stops; or one mistake archives the whole channel — irreversible.
A page gets shared but 30 linked pages are open inside. You want 'only this visible' — in reality 'everything is visible'.
The ex-employee is still in Drive, still in Slack, still in CRM. No off-boarding checklist; risk grows while you sleep.
A customer enters their portal and sees other customers' work. Reputation ruined, contract dispute begins — 'how do we explain this?'
A 'you can look at this' culture. Who granted what, when, why — in an audit there's no answer at all.
In classic tools permissions are scattered and verbal. Managelify ties permissions to module, project, client and time. We call this Work Relationship Management (WRM) — not just access, the structure of the relationship is preserved.
Owner, Admin, Member, Customer, Guest + unlimited custom roles. Module-level (project, task, CRM, file, finance) and action-level (view / edit / delete / share) permissions in one panel.
Permissions are scoped not just to the org but to projects and clients. An account manager sees only their portfolio, a designer only the project they're assigned to — information doesn't spread unnecessarily.
Enforce two-factor authentication (2FA), see device & session lists, revoke all sessions in one click on suspicious login. SSO and IP policy at the organization level.
Mana AI flags overly broad roles, idle permissions, forgotten access on off-boarding. 'This member hasn't opened CRM in 60 days — should we lower their permission?' — risk managed by data.
Drive hands out a link and the job's done. Managelify ties permission to context, protects it, audits it — the loop is complete.
As the team grows, 'who sees what' becomes bigger than the work itself. Managelify manages permissions on a module + scope + time axis in one panel — not scattered.
When a member leaves all access closes, sessions drop, files they shared transparently stay with the org. There's no such thing as a 'forgotten account'.
Internal notes, pricing discussions, draft deliveries stay with the team; only approved deliveries and shared files reach the client. Transparency and confidentiality work at the same time.
Mana AI catches idle permissions, overly broad roles, suspicious access patterns ahead of time. It signals leaks before they happen.
Mana AI flags overly broad roles, idle permissions, suspicious access patterns and forgotten access on off-boarding. It suggests the right role for onboarding and warns instantly on unusual access to sensitive files — your security decisions are data-driven, not intuitive.
EXAMPLE ALERT
"Ayşe hasn't opened CRM in 60 days but is in the 'Admin' role. Want me to lower her to 'Member'?"
Freelancer
You invite the client to Managelify as a guest. They only see their own project, their own files, and only approved deliveries. Other clients, your pricing work, internal notes are invisible. When the job ends permission is revoked in one click; your portfolio stays safe.
Agency
Account managers see only their portfolio, designers their assigned project, production the approved brief. The client portal only looks at their own work. New members onboard in 1 day; on resignation Mana AI's permission cleanup takes 2 minutes.
Startup & B2B team
Different views on the same platform: investors see only the KPI dashboard, the team an operational view, the founder the whole system. SSO connects enterprise identity, GDPR-compliant audit trail records every access — no security gaps as you scale.
The table below shows the strengths of popular access solutions and the contextual access control Managelify offers in one panel.
Group teams, define built-in + custom roles; the natural counterpart of this page.
Permissions narrow at the project level; you decide who sees which project.
Customer card permissions; account managers see only their portfolio.
Role-based file view, download and share permissions.
Sensitive document access; e-signature and audit trail integrated.
See Managelify's 8 categories and 33 modules in one panel.
Managelify Access Control lets you define roles, grant module- and action-level permissions, narrow access by project & client, and log all of this with a GDPR-compliant audit trail. Drive links, Slack permissions, Trello roles, the permission Excel — they're all managed with context in one panel.
Yes. Alongside built-in roles (Owner, Admin, Member, Customer, Guest), you can define unlimited custom roles. Each role has module-level (project, task, CRM, file, finance) and action-level (view / edit / delete / share) permissions. Permission scope can be narrowed at the organization, team, project, or client level — true RBAC.
Yes, this is Managelify's core differentiator. Permissions aren't scoped only to the org; they're scoped to teams, projects, and clients. An account manager can see only the customers in their portfolio; a designer can access only the files of projects they're assigned to. Information doesn't spread unnecessarily, the audit trail stays clean.
Yes. 2FA (TOTP / authenticator) can be enabled for all accounts; an organization admin can enforce 2FA for all members. For enterprise customers, SSO / SAML, IP allow-list and password policy are supported. Suspicious logins trigger automatic alerts; all active sessions can be revoked in one click.
You off-board in one click: the member's access closes, active sessions drop, files they shared transparently stay with the org. Mana AI also offers a permission cleanup list: 'Whom do you want to transfer this member's tasks to? Which files should no longer be shared?' No account is forgotten, no data is left exposed.
Yes. All access, permission changes, file views, downloads, and customer data access events are kept in the audit trail: who, when, accessed what, changed what — logged in compliance with GDPR and KVKK. You set the retention period; reports export as CSV/PDF. Anomaly notifications hit your email and inbox.
No. The customer role is purpose-built: they only see tasks, files and messages you've approved. Internal notes, pricing discussions, draft deliveries stay with the team. With 'sensitive data labels' you can place extra protection on certain fields; labeled content is never visible to customers and guests.
Mana AI works like a silent security analyst: it flags overly broad roles, idle permissions unused for 60+ days, suspicious access patterns and forgotten access on off-boarding. For onboarding it suggests the 'right role' based on similar past members; for unusual access on sensitive files it raises an instant alert — you catch the leak before it leaks.
MANAGELIFY
Define your first role, enable 2FA, export your first audit trail report. Off-boarding in 1 click, GDPR-compliant — no security gaps as you scale.