Identity & Access Management (IAM)

ZINFI’s UPM Identity and Access Management enables precise control over partner records, access rights, and visibility—allowing efficient segmentation, role-based permissions, and shared record access across mapped accounts.

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Group and Role Management

Streamlined Group & Role Management

Create and manage user groups and roles to control access and streamline shared activities.

  • Configure module-level access controls
  • Assign roles and user permissions
  • Manage collaborative user groups efficiently

Granular Portal Module Control

Easily configure and manage portal modules with tailored access based on user roles and groups.

  • Set up custom portal modules
  • Control module visibility by role
  • Manage feature access across zones
Access Management View Record
Access Management Manage Import Template

Streamlined Bulk Data Import

Easily configure, map, and manage import templates for bulk data uploads across UPM modules.

  • Build custom import templates
  • Map templates to module fields
  • Auto-assign records after import