You are reading: Multi-level Roles and Organisation Dashboard

Sam Walters

Vice President (Client Relationships)

For larger businesses, we have set up three levels of users so larger firms can better manage work in progress, see which advisors are working with business owners and manage internal and external collaboration.

Supervisors can manage a team of advisors with complete visibility of each project’s status, notifications, and task reminders.

CEO level allows for the whole business work in progress and project management across multiple supervisors and advisors.

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