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klerc

Security & IAM

Guardrails for people and agents.

Every request — from a person, from Molly or through the API — is checked against org, role, team and per-record grants, with field-level enforcement and a role hierarchy managers inherit through. Agents work inside a monthly budget and queue what needs a person for approval. An append-only audit log keeps the record, and every feature has a switch.

OpenFGA-backed authorization
ReBAC
system and custom roles
4 + ∞
audit retention
45 days
authenticator app or email OTP
2FA
The role hierarchy: managers above team leads above executives, arranged by drag and drop; managers inherit access to their teams' records.

Access model

Access that follows your org chart

Four system roles — Owner, Admin, Member and Guest — plus custom roles that define what each can do across objects, fields, features and system capabilities. Drag a role onto another to make it the manager; managers inherit access to records owned by the roles beneath them.

  • Custom roles that inherit from a parent
  • Teams for shared access — one person, many teams
  • Guests see only the Team Inbox threads they're in

Record & field security

Who sees what, down to the field

Org-wide defaults set the baseline per object — private, read or read-write. Shares grant access to a user, team or role per record. Field permissions hide or lock individual fields — enforced identically in the UI, the query engines and the API.

  • Org-wide defaults per object type
  • Per-record sharing to user, team or role
  • Field read, write and hidden enforcement

Audit

A record of who did what

Logins, record access, changes, exports and admin activity stream to an audit and access log you can filter by category, action, user, status and date — retained 45 days and exportable to CSV.

  • Security, auth, data and admin categories
  • Denied-access events captured too
  • Export CSV for compliance workflows

Governance

A switch for every feature

Turn features on or off for the whole organisation — flows, the inbox, chatbots, broadcasts, AI agents and more. A disabled feature is hidden from everyone and blocked server-side; its data is kept and restored when you switch it back on. Core features are always on.

  • Enforced at the API, not just hidden in the UI
  • Data kept while a feature is off
  • Core features locked on

Also in the box

Two-factor sign-in

An authenticator app or email OTP as a second factor, with trusted devices that expire after 30 days.

Search access policy

Choose who can query what: the whole org, restricted, or admins only.

Secrets Vault

Encrypted, write-only values for agent sandboxes; outputs are redacted.

API tokens

Bounded by the scopes you pick and your live permissions — never more than your account.

Materialised ACLs

Access denormalised onto records for fast, scoped search and analytics.

Soft delete

Records survive accidents; deletion is a state, not an event.

Put your agents to work.

Bring your team, connect your channels and let klerc take the follow-ups — from first hello to paid invoice.

Free during early access. No credit card needed.