datasdkby leadpipe
Platforms · PLANNED API WORKFLOW

Design company data permissions

Plan access around customer roles and actual workflow needs.

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Who this helps

A product team needs to decide which users can view or act on company activity.

How to use it

  1. List the roles that need company records.

  2. Keep lookup credentials on the server and scope access checks.

  3. Test read and action permissions before enabling the feature.

ILLUSTRATIVE EXAMPLE

A practical example

A proposed platform might let analysts review records while restricting account updates.

What to check

The platform must implement its own access model; API access is coming soon.

How Data SDK fits

The full Data SDK API is coming soon. Platform and AI-agent workflows are planning examples. Confirm access, data delivery, usage, branding, and resale terms before building or selling a feature.

These are suggested workflows, not a list of built-in integrations. Use your own approved analytics, CRM, and research process where needed. Matches and fields vary. A company match does not identify a person or prove buying intent.

Discuss API accessOpens an email to our team.