• Security
    Platform Security Overview

    Understand Taino's three-layer security model: Office isolation, Agent-level data scope, and Feature/Permission controls for precise access governance.

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  • Security
    Enforcing Office-Level Data Isolation

    Configure office isolation so agents only view data for their assigned office or branch.

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  • Security
    Creating a Custom Permission Group

    Define a new permission group that inherits a base and safely grants only the additional access your role requires.

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  • Security
    Restricting Agent-Level Data Visibility

    Limit an agent so they only see records directly assigned to them (optionally combined with office isolation).

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  • Security
    Setting Personal Sales Goals

    Learn how to set monthly sales goals for tracking performance in Dashboard widgets. Whether you're an agent setting your own targets or a manager setting goals for your team, this guide covers all methods for configuring sales goals across four key categories: New Business Premium, New Business Commission, Renewal Premium, and Renewal Commission.

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