Add, edit, or deactivate team members, and assign module-specific roles and permissions. Enhance security and productivity with detailed access controls tailored to your firm’s needs.
Manage Team Members
Our Team Management feature lets you store all of your firm’s team members in one place. This means you can organise your staff and have all information about them in one click.
Control Team Members - Add, Edit, and Delete
You can also add more team members, edit their info, or remove them – making sure that your company’s personnel records are complete and current.
Set Team Members as Inactive
When a team member goes on sabbatical or leaves permanently, marking them inactive ensures your active team list remains current while preserving historical data. Inactive status prevents login access to the software.
Assign Roles and Permissions
Set roles and permissions of staff members so that they can only access the modules they are allowed to, preventing unauthorised access to modules in the software.
Detailed Access Permission
Roles and permissions can be finely set for team members, allowing them to manage data operations, while partners or managers maintain precise control to ensure accountability and enhanced security.
Module Access Controls
Set a customised level of access for each team member of your firm. You can give module-wise access to the team members. This enables your firm to tailor the specific access to an individual.
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