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Security

Passkeys, permissions and a full audit trail across LevelUp.

Passkeys, role permissions and a system-wide audit log - see who did what, when, across the platform.

Passkeys

Register passkeys on phone or laptop for quick, phishing-resistant sign-in without typing passwords every time.

Role permissions

Owners, managers, office, engineers, sales and finance see only what their role allows.

System-wide audit log

Actions across jobs, customers, quotes, mail, settings and more are logged with who performed them and when. Review history instead of second guessing.

Secure links

Public app URL settings support passkeys, customer portal links and integration callbacks on HTTPS.

In context

Security in LevelUp is practical, not theoretical: who can sign in, what they can change, and a searchable record when you need to verify an action.

Why it matters

Why teams rely on Security

1

Modern sign-in

Passkeys reduce password fatigue and phishing risk for daily users.

2

Least privilege

Roles limit access to settings, finance and customer data by job function.

3

Full traceability

Audit entries show who sent mail, changed a job or updated a setting.

What's included

What you get with Security

  • Passkey and password sign-in
  • Role-based module access
  • System-wide audit log
  • Staff activity history
  • Secure HTTPS configuration
  • Profile security controls

Built for

Who uses this day to day

Administrators Business owners Compliance-minded managers Finance controllers

Role permissions control who sees and changes each part of the platform.

Passwordless where it helps

Staff can add passkeys from their profile. Sign in with passkey on the login screen, or verify identity with a passkey before changing a password.

Business-grade access control

Module visibility, settings, automations and catalogue prices are administrator decisions. Managers run day-to-day operations without touching system-wide secrets.

An audit log for the whole system

LevelUp keeps a running record of significant activity: who sent an email, updated a job, approved leave, changed a setting, or replied from the shared mail inbox. When something needs checking, the audit trail is there.

  • Mail inbox sends and replies logged against the customer or message.
  • Job, quote, invoice and contract changes tracked with context.
  • Settings, automations and user management actions recorded for administrators.
  • Staff activity history available where permissions allow.

Roles that match real jobs

Owners, managers, office staff, engineers, sales and finance each see modules and actions appropriate to their work. Sensitive areas stay behind administrator permissions.

  • Module visibility by role
  • Settings restricted to administrators
  • Customer and job data scoped by permission

Outcomes

What changes when Security is part of your workflow

Confidence in disputes

Check who sent an email or changed a record without guesswork.

Controlled change

Only administrators alter automations, integrations and catalogue prices.

Safer remote work

Passkeys help staff sign in quickly from trusted devices.

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See Security in action

Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.

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