Organisation Settings Overview
Organisation Settings Overview
Client Management
Enable client management using the toggle.
Note: Available in Silver and Gold plans.
This feature allows you to:
- Manage multiple clients
- Assign clients to users or groups
- Control access to client data
Workflow
Note: Available in Gold plans only.
Workflow allows structured report progression:
- Preparation
- Review
- Completion
Segregation of duties
- Preparers – Enter and edit data
- Reviewers – Review and approve data (no editing)
Email Notifications
- Enable workflow emails
- Limit notifications to relevant users only