Why "read-only" is your team's best access policy.
Read-only means Ziikly connects to your tools with restricted keys that can fetch data but can never move money, send email, edit a record or delete anything. You share full customer context without ever handing out write access.
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What "read-only" means for you
Restricted keys
You paste scoped, read-only API keys — never your full account credentials. Keys are encrypted at rest. Where a tool only offers a full-access token (Asana, Monday.com), Ziikly still only reads.
No write permissions
Ziikly can fetch data but can never move money, send email, edit a task or change a setting in your tools.
Your data stays put
Customer data stays in your own tools. Ziikly only reads what you search for — nothing is copied into a new database.
Why teams pick a read-only view
- ✓Finance approves read-only access fast — there's no risk to revenue data or accounting records.
- ✓Support agents get full customer context without the power to accidentally refund, delete or overwrite anything.
- ✓No vendor lock-in: your tools stay your source of truth, and you can disconnect Ziikly at any time.
- ✓GDPR-friendly: as data controller, you keep customer data where it already lives, and Ziikly processes it only to answer your searches.
Who uses a read-only customer dashboard
Any team that answers "who is this customer?" every day — without wanting write access to the systems behind the answer.
Support teams
See if the customer paid, what they bought and recent tickets — before replying.
Finance
Reconcile invoices, payments and revenue per customer without touching accounting.
Customer success
Spot churn risk by checking payment status next to activity before every call.
Course creators
Check enrollments, purchases and email state for any student in one search.
Frequently asked questions
What does read-only actually mean in Ziikly?+
Ziikly connects to each of your tools with restricted, read-only API keys. Those keys can only fetch the customer data you ask for — they carry no write permission, so Ziikly can never edit a record, move money, send an email, change a task or delete anything. For a few tools (Asana, Monday.com) only full-access tokens exist; there too Ziikly only ever issues read requests and never writes. Your tools stay exactly as you left them.
Is Ziikly a view-only dashboard?+
Yes — view-only and read-only mean the same thing here. Ziikly is a dashboard you only look at: it displays a customer's payments, orders, invoices, tickets and tasks, and it can never edit, move or delete anything in your tools. There is no way to write through Ziikly.
Do I need a separate read-only login for each tool?+
No. Instead of handing out separate logins to each tool, you paste restricted read-only API keys once. Everyone on the team can then search from Ziikly without ever holding credentials for Stripe, Shopify, Bokio or your other tools — the safest possible way to share a view.
Is this like the read-only dashboards for Grafana, Kibana or Kubernetes?+
Not quite. Grafana, Kibana and Kubernetes dashboards are read-only views of infrastructure and logs — IT metrics. Ziikly is a read-only dashboard for customer data: payments, orders, invoices, tickets, tasks and email state, pulled live from the tools you run your business in. Same zero-write guarantee, different data.
Why does read-only matter for my team?+
It means you can give every support agent, account manager or finance teammate access to full customer context without worrying they'll accidentally change something. Finance departments approve read-only access far more readily than write access — which is why teams adopt Ziikly without a long security review.
Is Ziikly GDPR compliant?+
Ziikly only reads the data you ask it to show, stores your API keys encrypted at rest, and keeps your customer data in your own tools — it isn't copied into a new database. You stay the data controller, and you can disconnect or delete at any time. See our Privacy Policy for the full details.
Can Ziikly be used as a read-only CRM?+
Yes — that's exactly the use case. Instead of paying per seat for a CRM that duplicates data you already have in Stripe, Bokio, Shopify and your email tools, Ziikly gives you the same customer look-up read-only, straight from the source. One search shows payments, orders, invoices, tickets and tasks together.
How long does it take to get started?+
Minutes. Paste a read-only API key for each tool you use and search right away — no migrations, no imports and nothing to move. It's free for everyone right now.
Related ways to use Ziikly
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