Separate data for each organisation
Keep each organization’s customer data and operating context separated.
Trust and control
Keep your team in control of AI and automation.
PeopleTide’s platform direction puts permissions, defined actions, and human oversight at the center. The controls below describe current CRM behavior; HMIS pilot access has its own healthcare boundaries, and Marketing remains in private preview.
Roles and permissions
Limit access and actions according to a person’s responsibility.
Channel and consent rules
Use configured rules to govern when and where customer messages are sent.
Activity history
Keep activity and ownership visible so teams can understand what happened.
Limits on AI actions
Use agents within configured workflows, context, and confidence thresholds.
Handoffs to your team
Hand work to a person with the reason, history, and next action intact.
Operating principle
Automate routine work. Keep decisions with your team.
Shared organisation sign-in and enabled app access help staff reach their workspaces. Organisation policies can require staff MFA; product roles still determine actions within each app. Mail setup permission does not grant access to another person’s inbox. Current controls are specific to each app and configured workflow. Our shared platform design aims to preserve record ownership, permission boundaries, approvals, and traceability across connected work. This is not a claim that every app or future connector already implements the same controls. Discuss security and data-handling requirements with us during evaluation.
Start with your workflow
Let’s improve how your team works.
Tell us about your team and the tools you use. We’ll help you understand which PeopleTide apps could fit your needs and how to get started.
Talk to our team