Try typed confirmation
Deleting a customer needs the confirmation word.
The button stays locked until the word matches.
Security and data control
Keep sensitive client information protected
AgentDesk uses strong sign-in controls, role-based access and organisation-level data separation to protect the personal and financial information entrusted to your business.
Sign in to AgentDeskMobile number and one-time code
Mobile number+91 99044 •••••
Enter the 6-digit code sent by SMS
Authenticator-app 2FA is required after the setup period.
Secure sign-in
Users can sign in using their mobile number and a one-time SMS code or with email and password. Two-factor authentication through an authenticator app is required after the initial setup period, with backup codes provided for recovery.
Protection against unauthorised access
- Five wrong password attempts temporarily lock the account.
- Short-lived sign-in tokens reduce the risk from a lost device or copied token.
- Password changes and two-factor resets take effect immediately.
- Temporary passwords must be changed at first sign-in.
Sign-in protectionApplied to every user
Wrong password · 5 attemptsLockedAccount locked for a short time
Sign-in tokensShortShort-lived by design
Password changedImmediateOld sessions stop working at once
Temporary passwordRequiredMust be changed at first sign-in
Access based on the person’s role
Every screen and server request checks the user’s permissions. Admins decide which roles can view, create, edit, delete or export information in each module.
Role permissionsChoose a role to load its defaults
| Module | View | Create | Edit | Delete | Export |
|---|---|---|---|---|---|
| Customers | |||||
| Policies | |||||
| Claims | |||||
| Leads | |||||
| Reports | |||||
| Loan payouts Sensitive |
Separation between organisations
Each organisation’s data is kept separate. Client identity checks and records operate within that organisation, and one organisation cannot view another organisation’s client list.
Shah Finserv
Sees only its own 1,284 customers.
Mehta Advisors
Sees only its own 640 customers.
Documents in your own Google Drive
Connect one organisation-controlled Google account. Documents uploaded through AgentDesk are stored in that Drive, organised in customer folders. Staff can work with documents through AgentDesk without needing direct access to the Google account.
Connected Google DriveOrganisation account
AgentDesk / CustomersConnectedOne folder per customer
C-1042 Dinesh Shah12 documents
C-1043 Nisha Shah5 documents
C-1088 Shah Finserv Pvt Ltd9 documents
Staff open files through AgentDesk. They do not need the Drive password.
Backup and recovery
AgentDesk can save a complete daily data backup to the connected Google Drive. Admins can also download a backup and restore data by merging it with current records or replacing the current organisation data.
Backup and recoverySaved to the connected Drive
Daily backupSavedToday · complete organisation data
Daily backupSavedYesterday
Daily backupSaved14 Oct
Restore a backup
Safer destructive actions
Deleting a customer or resetting organisation data requires a confirmation word to be typed. This helps prevent accidental loss from a simple click.
See how AgentDesk protects your business data
Book a walkthrough of sign-in security, team permissions, document control and backup options.
