CloudTeams › Features › Security and control

Security and control

You stay in control. Your data stays yours.

Decide who sees what, see what changed, export everything as CSV, and take a one-click backup.

No per-seat enterprise pricing.

Admin and control

Roles and permissions
Sign in with Google
Allowed sign-in domains
Session length
Activity log
Webhooks
CSV exports
One-click backup

In short

CloudTeams gives admins control over access and data. Roles and permissions set what each person can do by area, admins choose allowed sign-in domains and session length, a full activity log records changes, webhooks announce events such as a deal won or an invoice paid, and your data can be exported as CSV or backed up in one click. CloudTeams runs on Cloudflare's global network.

AccessRoles and permissions by area

RecordA full activity log of what changed

OwnershipCSV exports and one-click backup

Works with Contractor portal, AI in CloudTeams, Deliver. Last updated October 2, 2026.

The problem

What gets in the way today.

Everyone sees everything

Sensitive rates and deals are open to the whole team.

Nobody knows what changed

A number moved, and no one can say who moved it.

Your data is hard to leave with

Exports and backups are an afterthought.

What you get

A closer look at Security and control.

Access

The right people see the right things.

Control access by area, and decide how people sign in.

Roles and permissions by area: None, View or Edit.
Built-in roles, and your own custom roles.
Sign in with Google, with allowed sign-in domains and session length.
Contractors log in separately and see only their own data.

Who can do what

Roles and permissions by area
Custom roles
Sign in with Google
Allowed sign-in domains
Session length

Records

See what changed, and take your data with you.

A record you can check, and data you own.

A full activity log.
CSV exports.
A one-click backup.
Webhooks for events such as a lead added, a deal won, a timesheet approved or an invoice paid.

Your data

Full activity log
CSV exports
One-click backup
Webhooks

Setup

Make it fit your firm.

Admins shape CloudTeams to how you work.

Editable pipeline stages and custom fields.
Billing defaults, quiet days and notification defaults.
Your logo and color.
A Knowledge base of guides for your team.
Installs as an app with Web Push alerts, and runs on Cloudflare's global network.

Admin settings

Pipeline stages
Custom fields
Billing defaults
Quiet days
Notification defaults
Brand logo and color
Knowledge base

AI controls

AI that stays inside your limits.

The optional AI features are controlled from Admin.

Connect your own Anthropic API key.
Pick the model.
Set a monthly spend cap, and pause AI when it is reached.
See usage, and compare it with Anthropic's bill.

Admin → AI usage

Your Anthropic key
Model choice
Monthly cap
Pause at the cap
Usage report

How it works

Three steps, no fuss.

1
Set the roles
Choose what each role can do, area by area.
2
Set the sign-in rules
Pick allowed domains and a session length.
3
Check and export
Review the activity log, export CSV, or take a backup.

Keep exploring

More from CloudTeams.

Contractor portalA separate login for contractorsLearn more AI in CloudTeamsBuilt in, optional and capped by youLearn more DeliverProjects, time and billingLearn more

FAQ

Questions, answered.

How does CloudTeams control access?

Roles and permissions set what each person can do by area. Admins also choose allowed sign-in domains and session length, and people sign in with Google.

Is there an audit log?

Yes. A full activity log records changes.

Can I export my data?

Yes. You can export CSV files and take a one-click backup.

Does CloudTeams have webhooks?

Yes. Webhooks announce events such as a lead added, a deal won, a timesheet approved or an invoice paid.

Where does CloudTeams run?

On Cloudflare's global network.

See it on your own data.

Request early access and try Security and control with your own work.