ACCOUNT ROLES AND ACCESS

The right workspace for each person.

Platform administrators manage business accounts. CRM administrators manage a business. Employees use their own Windows app.

01

Platform administration

Manage business contacts, account status, administrator logins, public pricing and subscription records. Password resets revoke existing sessions and device PINs.

02

CRM administration

Create employees, assign work and rates, set policies, review timesheets and manage the business’s Direct Debit subscription.

03

Employee access

Employees manage their own work, tasks, leave requests and timesheets. A device PIN can unlock the app after initial password sign-in.

04

Separate records

Business data is scoped to its workspace. Employee views are limited to their own work and assigned projects. Screenshot access and administrative changes are audited.

READY FOR A CLEARER WORKDAY?

Bring your team’s time together.

Create your workspace, invite your employees and assign the first project.

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