TLDCRM Cybersecurity and Compliance: Secure Access Control

Coreen Stalnaker | July 21, 2025 10:00 AM

TLDCRM Cybersecurity and Compliance: Secure Your Data with Role-Based Access

In today’s data-driven world, TLDCRM cybersecurity and compliance aren’t just optional—they’re essential. Businesses must protect client information while meeting strict standards like SOC 2, HIPAA, and CMS. At TLDCRM, we help you stay ahead of evolving threats with built-in security tools that support your compliance goals.

Why Cybersecurity and Compliance Matter

SOC 2 and HIPAA require businesses to control data access, protect sensitive information, and follow secure handling protocols. CMS partners must follow strict data governance rules. Failing to comply risks legal issues, data breaches, and lost trust.

TLDCRM supports cybersecurity and compliance with features like multi-factor authentication (MFA) and single sign-on (SSO). MFA is required for every login, adding a critical layer of protection. For convenience, you can enable SSO to link your email provider and streamline access—without compromising security.

The Principle of Least Privilege in Action

We built TLDCRM on the Principle of Least Privilege (PoLP). This means users only get access to the data they need—nothing more. Limiting unnecessary access reduces the chance of breaches or human error.

For example, a sales agent sees only their incoming leads. If needed, admins can assign the “My Leads” ability to expand access without revealing other users’ data. It’s the perfect balance of flexibility and protection.

Role-Based Access and Custom Abilities

TLDCRM gives administrators control over every user’s permissions with role-based access. You can fine-tune abilities based on roles to support both security and productivity.

• A Super Admins sees organization-wide data.

• A Managers views limited access for lead and Agent Management.

• A Agent accesses their own leads and notes.

This approach keeps your CRM lean, focused, and secure—meeting cybersecurity and compliance needs at every level.

Built for Secure Growth

TLDCRM cybersecurity and compliance tools make it easy to grow your business securely. With granular access controls, required MFA, and optional SSO, your CRM stays locked down but flexible enough to support your workflow.

Want to improve your team’s access settings or add custom abilities? Reach out to TLD Support today. We’ll help you optimize for security, compliance, and efficiency.