Roles & permissions
Configure access around the users, assets and operational responsibilities in the deployment.
Security & access
Practical controls for enterprise deployments.
Crenex supports portfolio access, user roles and configured integrations without separating operational governance from the booking workflow.
Deployment controls
The facts that matter during review.
The final security, hosting and integration scope is documented for the customer’s deployment and geography.
Single sign-on
SSO requirements, including Azure or Okta environments, can be assessed as part of implementation.
Activity context
Keep booking, agreement, message and transaction activity attached to the operational record.
Data protection
Crenex positions the service as GDPR-first; contractual and privacy requirements are confirmed during review.
Hosting & residency
Hosting region and data-residency requirements are confirmed for the customer’s geography and service scope.
Integration review
Authentication, data direction, field scope and error handling are agreed for each connected system.
AI module
Scope access before enabling assistance.
AI functionality should be introduced with a defined data set, use case and review process.
Data scopeChoose the Crenex data and approved documents available to the module.
User accessAlign access with the permissions and deployment configuration.
Human reviewRequire people to review outputs before external or operational use.
Use-case rolloutTest a bounded question or drafting workflow before expanding the scope.
Technical review
Security answers should match the contract and deployment.
Crenex can provide the documents and answers relevant to procurement, IT and privacy review for the proposed service scope.
Certification, encryption and hosting details are stated only when they are supported by the approved service documentation for that deployment.
ArchitectureService scope, environments, integrations and data flows.
AccessUser lifecycle, roles, SSO and administrative responsibilities.
PrivacyData categories, retention, locations and contractual requirements.
OperationsSupport, incident handling, continuity and customer responsibilities.