Bring your team onto one organisation
Invite colleagues, give each the role their job needs, control who sees which client, and keep a record of who did what
- Invitations that expire and can be revoked
- Four roles from owner to associate
- Per-client access you control
- Audit log of who did what
- Invitations that expire and can be revoked
- Four roles from owner to associate
- Per-client access you control
- Audit log of who did what