Admin & Security
MFA, custom roles (RBAC), SSO, audit logs, white-label.
5
Published guides
3
Suggested starting guides
3
Related product areas
What you will find in this section
Use these guides to move from setup to execution without guessing the next step. Most articles include clear instructions, time estimates, and common fixes.
The Admin & Security section is meant to help teams standardize how they configure and operate this part of HelloGrowthCRM. That is especially useful when multiple admins, managers, or onboarding owners need a repeatable reference instead of one-off explanations in chat or meetings.
Because this category connects to 3 related product areas, these guides are best read as part of a broader workflow rather than as isolated feature notes.
Step-by-step execution
Follow practical walkthroughs for the exact task you are trying to complete in this category.
Quick onboarding help
Start with the suggested guides below if you are new to this workflow or rolling it out for a team.
Troubleshooting and next steps
Review related features and contact support if the guide does not match your setup or edge case.
Start with these guides
These are the fastest entry points into the Admin & Security section.
How to set up MFA for your team in HelloGrowthCRM
MFA is the highest-impact security control. Supports TOTP (Google Authenticator, Authy), SMS, and FIDO2 security keys.
How to configure custom roles (RBAC) in HelloGrowthCRM
Default roles cover 80%. For finance auditors, contractors, regional managers, BDRs — use custom roles.
How to set up Single Sign-On (SSO) in HelloGrowthCRM
SSO eliminates password sprawl. SAML/OIDC. SCIM auto-provisioning means new hires get CRM access on day one.
All guides in this category
Browse every published article below. Open the one that best matches your current task, setup issue, or workflow question.
How to set up MFA for your team in HelloGrowthCRM
MFA is the highest-impact security control. Supports TOTP (Google Authenticator, Authy), SMS, and FIDO2 security keys.
8 min readintermediateHow to configure custom roles (RBAC) in HelloGrowthCRM
Default roles cover 80%. For finance auditors, contractors, regional managers, BDRs — use custom roles.
15 min readadvancedHow to set up Single Sign-On (SSO) in HelloGrowthCRM
SSO eliminates password sprawl. SAML/OIDC. SCIM auto-provisioning means new hires get CRM access on day one.
25 min readadvancedHow to review audit logs in HelloGrowthCRM
Audit logs answer who did what when. Every record create, update, delete, login, role change, integration setup logs.
8 min readintermediateHow to enable white-label branding in HelloGrowthCRM
White-label replaces HelloGrowthCRM identity with yours: custom domain (crm.yourcompany.com), logo, colors, email branding, PDF templates.
30 min readadvanced
Getting the most from the Admin & Security guides
Read with a concrete task in mind rather than browsing front to back. Each article opens with what you will need and how long it takes, so you can judge in ten seconds whether it matches your situation. Where a step depends on a choice made elsewhere — pipeline stages, lead fields, user roles — the article links back to the prerequisite guide instead of repeating it.
If you are rolling this area out to a whole team, do the configuration yourself first, then share the relevant article links in your team chat as the reference for reps. That keeps everyone executing the same way and gives new joiners a self-serve path during onboarding. Anything the guides do not cover for your edge case is worth a quick message to support before you improvise a workaround.
See related features
Need help beyond the docs?
If this section does not fully cover your workflow, contact our team for setup help, onboarding support, or guidance on the best way to configure this area in HelloGrowthCRM.