Role Based access to employees to help them work efficiently and with razor-sharp focus

Access to client communications

Access to client invoices and price estimates

Ability to do task queue management

How to use?

Navigate to Admin initials > Settings

In the Access Settings there are 4 accesses admin can control for different stakeholders - Managers, Employees, Direct Employees and Front Office Staff

1. Client interaction: This allows or excludes them from having access to any communication with the clients, including notifications and also ability to request for pending information and/or client review

2. Client Businesses: This allows or excludes them from ability to create / edit / view additional businesses that client might own

3. Client Invoices: This allows or excludes them from ability to create / edit / view invoices sent to the client

4. Unassigned Tasks: The practice can decide if it wants to provide access to unassigned tasks to it's managers or control it themselves

All the above allows the practice to have control over what information is accessible to it's employees by their roles

This also gives a practice the fexibility to run it the way they like to