Your whole team, working in sync.

Invite your sales reps, admins, and accountants with granular permissions. Manage multiple entities or brands from a single master account.

Start for free See a real quote

Available from the Starter plan (Multi-entity requires Professional)

Cord · Team & roles ● 4 members

Raúl Mendozaraul@materialesdelvalle.mx

Owner

Lucía Ferreiralucia@materialesdelvalle.mx

Admin

Marco Ruizmarco@materialesdelvalle.mx

Sales

Ana Vegainvitation sent

View

Invite by email

B2B PERMISSIONS

Everyone sees only what they should.

A sales rep only sees their own clients and quotes. The sales manager sees everyone's pipeline. The accountant logs in just to download the CFDIs. Total security by design.

Predefined roles (Admin, Manager, Rep, Accountant)
Total privacy between rep portfolios
Export or deletion blocks

Equipo y roles 4 miembros

Ana Pérezana@tu-empresa.mx

Admin

Carlos M.ve todo el pipeline

Gerente

Laura G.solo su cartera

Vendedor

Rosa S.solo lectura

Contador

Cada quien ve solo lo suyoSin exportar ni borrar

MULTI-ENTITY

Several entities, one single dashboard.

If your corporate group operates with several brands or tax entities, you don't need separate accounts. Switch companies with one click, share the catalog if you want, and keep collections organized.

Quick company switching (Org switching)
Isolated logo, colors, and tax seals
Consolidated or individual reports

Cambiar de empresa Multi-empresa

Acero MonterreyRFC ACM981123 · activa

Actual

Ferretería CentralRFC FEC882045

Cambiar

Distribuidora del PacíficoRFC DPA070312

Cambiar

Logo y sellos aislados por marcaReportes consolidados

SSO AND SECURITY

Enterprise-grade access.

Your team logs in with your domain's Google or Microsoft credentials. If someone leaves the company, you cut their email and they instantly lose access to Cord.

Single Sign-On (SSO) with standard providers
Robust authentication backed by Clerk
Session log and access auditing

Acceso y seguridad SSO activo

Google Workspace@tu-empresa.com

Conectado

Microsoft EntraSAML / OIDC

Disponible

Autenticación robustaClerk

Bitácora de sesionesAuditada

Accesos de grado empresarialSSO · SAML

WHY IT MATTERS

This is what roles & team actually changes.

Roles y permisos Por diseño

Permiso Vendedor Gerente Contador

Ver toda su cartera

Ver pipeline completo

Aprobar descuentos

Descargar CFDI

Exportar o borrar datos

Cada quien ve solo lo que le tocaNadie tiene más acceso del necesario

Cambiar de empresa Multi-empresa

Acero MonterreyRFC ACM981123 · activa ahora

Acero MonterreyRFC ACM981123

Ferretería CentralRFC FEC882045

Distribuidora del PacíficoRFC DPA070312

Un clic, no una contraseña distinta por marcaReportes consolidados

Acceso y seguridad SSO activo

Google Workspace@materialesdelvalle.mx

Conectado

Microsoft EntraSAML / OIDC

Disponible

Sesiones activas

MacBook Pro · esta sesiónGuadalajara · hace 2 min

Actual

iPhone · Laura G.CDMX · hace 5 h

Revocar

Cortas el correo, se corta Cord — el mismo díaSSO · SAML · auditado

FREQUENTLY ASKED QUESTIONS

Most common questions about roles & team.

Can a sales rep see another rep's clients?

By default, no. The "Rep" role restricts the view solely to their own portfolio and their own quotes. Only managers and admins have a global view.

How does the multi-entity feature work?

You can create multiple Organizations under your same user account. Each organization has its own RFC, logo, seal certificate, and clients. You can invite users to one company and not another.

What is SSO and why is it more secure?

Single Sign-On (SSO) allows your employees to log in using your company's identity system (e.g., Google Workspace). This way they don't have to remember new passwords and you centralize access control.

MÁS DE CORD