Manage users and permissions

Set up custom roles based on your team’s needs. Control who can view, edit, or manage client documents, tasks, and communications.

Protect confidential data by limiting cabinet access to specific users. Restrict client or policy information based on the security settings in your policy management system.

Easily manage your team’s access with our intuitive user management tools. Create, update, or remove roles as your team changes and grows.

Take advantage of workflow automation tools that eliminate manual processes and reduce human error.

Get instant visibility into team activities and progress, so you can quickly address any bottlenecks.

Assign tasks, set priorities and alerts, and track their completion—all from a centralised dashboard.

Manage documents effortlessly with secure cloud-based storage and electronic document storage tools.