How do two-step verification and per-agent permissions work?

The account uses two-step verification (2FA) at login to protect your clients' data. On top of that, the owner can fine-tune what each agent sees.

1. 12FA: in «Settings → My account» you set up two-step verification; a second step is asked at login.
2. 2Per-agent permissions: in «Team», open a member and choose whether they see ALL proposals, contacts and deals or only their own.
3. 3You can hide menu sections they don't need.
4. 4Base roles still exist (owner, agent, read-only); permissions fine-tune them per person.

Consejo: It's how each salesperson works only with their own book of business without seeing the rest of the team's.