Intelligence & Access Policy

Big Simple CRM Intelligence & Access Policy Last updated: August 2025 Workspace intelligence (Command Center, Workspace Health, Broker Performance and Pipeline analytics) is available to authorised roles per your plan. • Strategy roles receive intelligence WITHOUT access to raw client contact information; identifiers are masked and communication content is withheld. • Aiden, our AI assistant, inherits the exact permissions of the logged-in user and validates every action server-side. • Integration credentials and secrets are restricted to Company Admins and are always masked in the interface. All access is enforced server-side — hiding an element in the interface is never relied upon as the sole control.