Users Management
Organise and Empower Your Back Office Team
Manage users, groups, and client tags with robust tools to streamline operations and enhance team synergy.
Users
Comprehensive Overview and Management
Efficiently manage Back Office users with a range of features designed to enhance accountability and access control.
Groups
Organise and Delegate
Create and manage groups to streamline permissions and control operations more effectively.
Client Tags
Enhance Client Categorisation
Tag and classify clients for personalised interactions and better management.
How It Works
01
User Management
Add and modify user details, assign groups, and set permissions.
02
Group Setup
Define access levels and assign users to groups and tiers.
03
Client Tags
Utilise tags for better client organisation and targeted service delivery.
01
Enhanced Security
Control permissions to reduce the risk of unauthorised access.
02
Streamlined Operations
Assign groups and tags to simplify and organise workflows.
03
Actionable Insights
Explore detailed client segmentation and reporting using tags.
Frequently Asked Questions
Find answers to the most common questions about our products and services.
