Admin console
Tenant governance and data access
Multi-tenant defaults are enabled. When your firm finalizes hosting decisions, switch to single-tenant mode with one default workspace.
Tenant mode
Multi-tenant (default)
Default tenant
Not assigned
Data retention
24 months rolling
Connections
OAuth status + scopes
Google Analytics 4
Owner: Marketing Ops • Scope: Read-only
Google Ads
Owner: Paid Media • Scope: Read-only
HubSpot
Owner: CRM Admin • Scope: Contacts + Deals
Meta Ads
Owner: Paid Media • Scope: Read-only
LinkedIn Ads
Owner: Paid Media • Scope: Read-only
Search Console
Owner: SEO • Scope: Read-only
Google Tag Manager
Owner: Analytics • Scope: Container access
Sync schedule
Nightly refresh + on demand
Nightly sync02:00 AM local
On-demand windowEvery 2 hours
Backfill range24 months
Access control
Roles and audit readiness
Roles enabledAdmin, Analyst, Viewer
Row-level securityEnforced by tenant
Audit loggingSync runs + user actions