Workspace Governance Policy

Big Simple CRM Workspace Governance Policy Last updated: August 2025 • Workspace Admins govern users, roles, integrations and billing. • Managers operate the pipeline and team performance. • Brokers manage their own assigned leads. • Strategy roles have intelligence-only visibility (no raw client contact data). Role assignments and sensitive actions are enforced server-side and, where applicable, recorded for audit. Contact: privacy@bigsimplecrm.com.