For trustees
Team & assignments
Manage your team and assign clients
Add team members and assign them specific clients. Each member sees exactly the companies they are responsible for.
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Manage team members
Administrators and staff with matching roles.
Targeted assignment
Assign team members to individual clients.
Role-based & secure
Everyone only sees what they are allowed to.
Distribute work cleanly
Grow with your team – every client with the right person in charge.
Get started Details
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