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Security

Access as granular as the record itself

Permission is granted to a field, not to a page. Send the same form to two parties: one sees the price, the other only sees the job.

Field-level permission

View and edit rights are kept in separate lists and granted by team, user and company role.

Tenant isolation

Every workspace sees only its own data. Sub-companies cannot reach each other’s records, files or invoices.

Audit log

Who changed what and when, which automation fired what — all on the record.

Authentication

Email and password, Google, Microsoft, Apple. Single sign-on on enterprise plans.

Device management

List active devices and sign a lost tablet out remotely.

Data location

Keep files in Formif, or leave them on your own SharePoint, Drive or WebDAV server.

Permission matrix

Dozens of rights per role on one screen

View, create, edit, delete and archive rights are granted separately across projects, fields, users, teams, companies, management, billing, automations and reports.

Workspace roles: Owner, Admin, Member, Guest
Company roles plus custom roles you define
Separate rights to view and edit locked fields
Invitation, pending-approval and access-removal flows
The Formif companies screen, listing the branches a workspace is split into
Branches are what the visibility rules are written against.

Compliance and transparency

This section summarises the legal documents; the contracts are what bind.

GDPR-aligned data processing
Encryption in transit and at rest
Payment data never touches Formif — Stripe and Mollie handle it
Role-based access on a least-privilege basis
Data export and deletion on request

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