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Practice Management

Teams, Groups & Roles

Add, Remove, Assign

The Portal allows you to fully customise teams, groups, roles and users to reflect your firms’ operational structure. 

Administrators can quickly and easily add and remove authorised users and specify which system areas and functionality they have access to. 

To make managing permissions easier, permission templates can be created with users allocated to the appropriate group or sub-group depending on their role and user level.  

Users can also be assigned to Teams, Groups and Roles to facilitate easy allocation of tasks and responsibilities and ensure that key regulatory roles, such as the Money Laundering Reporting Officer can be clearly identified. 

Secure, Detailed, Logged

Two-factor authentication provides an extra layer of security. 

And the Security Activity Log keeps detailed information on which users have been logged in and the actions that they have performed. 



Next Steps

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Here you can benefit from the collective wisdom of like-minded advisers as well as accelerate referrals through networking opportunities.

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