Data permissions

Ensure enterprise-grade security and compliance

Maintain control while enabling secure collaboration across teams
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Product shot: Email and Meetings settings (Share all, share subjects only, Hide all)Product shot: Meeting, meeting date and time, guests

Control access to sensitive relationship data

Protect your firm’s valuable network and information with granular permissions. Set custom activity sync rules to control how interaction data is shared across teams, ensure appropriate access levels for different user types, and maintain confidentiality between investment strategies—all while enabling necessary collaboration.

Product shot: User Access SettingsProduct shot: Activity Sync Rule Types (All Content, Subjects and Titles Only, Activity Type Only)
Product shot: Email and Meetings settings (Share all, share subjects only, Hide all)

Share data securely across your tech stack

Maintain data integrity across platforms with enterprise-grade security. Affinity’s dedicated security team ensures compliance with SOC2, ISO certifications, and regional privacy mandates like CCPA and GDPR. Your relationship data stays protected with full encryption, and we never share or use your internal data to train AI models.

Ensure data quality with smart filtering

Keep your Salesforce instance focused on relevant business relationships. Easily manage blocklists to exclude personal communications, set up automated filtering rules, and maintain clean, professional data that drives dealmaking decisions.

Product shot: Blocked Emails