aiVenta
Smart CRM
SMS Opt-In Book Demo
Security

Trust posture designed for dealership reality

Role-aware access, scope controls, and audit-friendly workflows built for operational accountability.

Role-based access control

Manager-only actions where needed. Least-privilege patterns for daily use.

Scope controls

Store/group/user scoping prevents drift and keeps reporting consistent across modules.

Auditability

Actions and communications are traceable, reviewable, and built to support accountability.

Controls & posture
Permissions model
  • RBAC: access by role (Sales, BDC, Manager, Leadership)
  • Manager-only actions: guardrails for sensitive operations
  • Least privilege: users see what they need to execute
The goal is operational clarity without accidental access creep.
Audit logs & accountability
  • Activity trail for customer actions and communications
  • Traceability that supports reviews and coaching
  • Clear ownership via assignments and history
Built to answer: “Who did what, when, and why?”
Messaging compliance posture
  • Public SMS opt-in page with required disclosures
  • STOP/HELP handling + opt-out respect
  • Auditable consent posture for carrier review
Data handling
  • Secure-by-default web posture (TLS, standard best practices)
  • Scope boundaries to reduce exposure risk
  • Operational logging to support incident review
If you need a vendor security packet, we can package a summary based on your deployment configuration.
FAQ
Do you support multi-rooftop groups?

Yes. Scope controls are built for store and group views so reporting stays consistent across rooftops.

How do you handle SMS opt-out?

We support STOP/HELP handling posture and opt-out respect. See the SMS opt-in page for disclosures.

Can you support an audit request?

The system is designed with traceability in mind so activity and communications can be reviewed when needed.

Where can I see the SMS disclosures?

On the SMS opt-in page. It includes message rate disclosures and STOP/HELP instructions.