Give your team access, not the keys
Invite your whole team, scope each person by role and by entity, and keep an audit trail of every action. Unlimited seats on the Compliance Subscription, four clear roles, and single sign-on when you need it.
One login for the whole team is a liability
When everyone signs in with the same account, no one can see who did what, a junior teammate can touch billing or an entity they should never see, and offboarding someone means changing a password everyone has to relearn. It works right up until an audit, a mistake, or a departure.
Team permissions replace the shared login with real accounts. Each person gets a role that fits their job, access scoped to the entities they handle, and every action recorded in an audit log. Adding someone is a 30-second invite, and removing them is instant.
- No way to see who did what
- Everyone can touch billing and every entity
- A junior teammate has the same keys as the owner
- Offboarding means a password reset for all
- An audit has nothing to point to
- A real account and role for each person
- Access scoped to the entities they handle
- Billing and admin limited to who should have it
- Instant removal, no shared password
- Every action in an immutable audit log
Exactly what each role can and cannot do
Select a role to focus its column, or read the whole matrix at a glance.
Click a role to highlight it
Team controls a security review will actually pass
The access primitives an operations lead and a security team both ask for.
Unlimited seats
Add the whole team, no per-seat charge on the Compliance Subscription
Per-entity access
Scope a person to only the entities, states, or clients they handle
Immutable audit log
Every action recorded, ready to hand to a reviewer
SSO and SCIM
Sign in with Okta, Azure AD, or Google and provision automatically
30-second invites
Add a teammate with an email invite, live in seconds
Read-only viewers
Give an auditor or a partner visibility without any edit rights
Change roles anytime
Promote, restrict, or re-scope a person as their job changes
Instant removal
Deprovision access the moment someone leaves, no shared password
Invite, scope, and keep it accountable
Five steps from a shared login to real controls. Select one to see the detail.
Invite the whole team in seconds
Send an email invite and a teammate is live in about 30 seconds, with their own account and no shared password. Seats are unlimited on the Compliance Subscription, so you never pay to add a person.
Unlimited seats, no per-seat charge, invites live in seconds.Pick the role that fits the job
Assign Owner, Admin, Member, or Viewer, and their access matches the matrix above. A member can file and edit but not touch billing; a viewer can see everything and change nothing. No custom rules to write.
Four clear roles cover the real jobs on a team.Scope access to the right entities
Restrict a person to specific entities, states, or clients, so a regional manager sees only their region and an outside partner sees only the entities you share. Least privilege by default, on top of the role.
Per-entity scoping means people see only what they should.Everyone works in one place
The team shares the same live portfolio, the same document vault, and the same compliance calendar, each seeing exactly what their role and scope allow. No exported spreadsheets, no re-sharing, no version confusion.
One dashboard, one vault, scoped per person.See every action, change access instantly
Every filing, edit, and document access is written to an audit log you can hand to a reviewer. When someone changes jobs or leaves, re-scope or remove them instantly, with no password for the rest of the team to reset.
An audit trail for every action, instant deprovisioning on exit.Real accounts beat a shared password
The usual ways teams share access all fail the same review. Here is the difference.
| Capability | Team Permissions | One shared login | Everyone is an admin | Build your own controls |
|---|---|---|---|---|
| Role-based access | Not available | No limits | If you build it | |
| Access scoped per entity | Not available | Not available | Custom | |
| Who-did-what audit log | Not available | All look the same | Custom | |
| SSO and SCIM provisioning | Not available | Not available | Heavy build | |
| Instant, clean offboarding | Reset for all | Manual | If you build it | |
| No per-seat charge | Build cost |
The point. A shared login is convenient until an audit, a mistake, or a departure, at which point it is a liability with no answers. Team permissions give every person the access their job needs and nothing more, with a record of it all. Compare the platform on the comparison hub.
Change access by just asking
Instead of clicking through settings, tell BosAI who should have access to what, and it sets the role and scope for you.
Give Alex access to only our California entities.
Who can file for our Delaware entities?
Remove Priya, she left today.
The audit answered itself
We shared one login for years and never thought about it until a security review asked who could touch what. Now everyone has a role, our contractors see only their clients, and when I had to offboard someone I removed them in a click. The audit trail answered every question for us.
Representative composite based on team outcomes. Setup depends on team size and structure.
Single sign-on, the dashboard, and enterprise
Where to go to connect identity and scale team controls.
SSO and SAML
Sign in with Okta, Azure AD, or Google, and provision with SCIM.
See SSO Live toolMulti-Entity Dashboard
The shared portfolio your team works in, scoped per person.
Take a look SecuritySecurity overview
SOC 2, the audit log, and the review packet for your team.
Read the overview ScaleEnterprise
SSO, SCIM, and a dedicated team for larger organizations.
See enterpriseStraight answers on seats, roles, and access
How many seats do I get?
What are the roles?
Can I limit who sees which entity?
Is there an audit trail?
Do you support SSO and SCIM?
How fast is adding or removing someone?
Can outside partners or auditors get access?
What does it cost?
Give your team the right keys, and only those
Add your team with roles and per-entity scoping, or talk with our team about SSO, SCIM, and enterprise controls.