Your record.
Your
rules.
Control who sees what, down to the document. Granular permissions that flex as your needs change.
Explore access controlsThe Problem
Most sharing is binary: public or private. But your reality is more nuanced. Some investors should see financials. Some clients should see case studies. Some partners should see operational metrics. Not everyone should see everything.
Managing that manually is exhausting. Getting it wrong is expensive.
The Shift
Sureshake permissions give you granular control without the complexity. Set access at the report level, the folder level, or the relationship level. Change it anytime. The system keeps track so you don't have to.
One dashboard. Complete control.
How It Works
Set Access
Every report inherits default permissions—or you override them. Invite individuals by email or create groups.
Set Expiration
Set expiration dates on access. See exactly who's viewed what, and when.
Revoke Instantly
Revoke access with one click. The report stays verified. The viewer loses visibility.
Permission Levels
View
See the report. Confirm verification. No download.
Download
Save a verified copy for their records.
Share
Forward to others within your permission rules.
Admin
Manage access for your team or organization.
Access Control
John Doe
Investor
Acme Corp
Partner
The Control You Need
Your record stays permanent. Your audience stays intentional.
Fundraising
Open financials to your investor list, close them when the round ends.
Onboarding
Share relevant case studies with new clients, nothing else.
Offboarding
Revoke access instantly, cleanly, and completely when a partnership ends.