Who Can See What
Clear visibility into data access. Your workspace is yours. Support access requires your approval.
Access Explained Simply
You & Your Team
Full access to your workspace
- View all connected accounts
- Access recommendations & reports
- Manage team members
- Disconnect accounts anytime
ppcopilot Support
Gated access only
- • Your explicit approval
- • A specific reason
- • Time-limited window
All support access is logged and auditable.
How Access is Controlled
Multiple layers keep your data safe.
Separate Workspaces
Each agency has its own isolated workspace. No shared data.
Internal Limits
Our team has limited access. Most staff can't see customer data.
Time-Bound Access
Support access expires automatically. No lingering permissions.
Full Audit Logs
Every access is logged. You can see who accessed what and when.
Support Access Flow
How we handle support access requests.
Support Request
You contact support with an issue.
Access Request
If needed, we request access to investigate.
Your Approval
You explicitly grant access from your dashboard.
Time-Limited Access
Access is granted for a limited time, then expires automatically.
Logged & Auditable
All access is recorded in your audit log.
Quick Answers
Will ppcopilot staff see my client data?
Only with your approval. Support access is time-limited and logged.
Are workspaces separate between agencies?
Yes. Each agency has a separate workspace. Data is never shared between customers.
Can I see who accessed my data?
Yes. Access logs are available for your account, showing who accessed what and when.
How do I grant support access?
You explicitly approve support access from your dashboard. It expires automatically.
Questions about access control?
Book a call with our security team to discuss your specific needs.