Can we restrict access by role?

Yes. Access controls are tenant-aware and role-based.

Do we get action history?

Every record includes timeline activity for traceability.

Coordinate cross-functional work with shared context, role-based access, and structured approvals.

Operational teams coordinate in chat while core records live elsewhere, creating gaps and duplicated work.

Zivvy keeps context on the record itself with comments, assignments, approvals, and history in one place.

Eliminate context-switching between chat and ERP records

Use permissions and roles to keep data safe and focused

Improve handoffs with visible activity timelines

Workflow stream

Sales-to-finance invoice handoff

Sales-to-finance invoice handoff

Procurement approvals across locations

Cross-team resolution of fulfillment blockers

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