Work Together, Scale Together
Manage team members, assign roles, control permissions, and collaborate across multiple agencies from one account.
Role-Based Access
Control what each team member can see and do
Multi-Agency
Users can belong to and switch between agencies
Activity Tracking
See what your team is working on in real time
Team Management
Invite, manage, and organize your team easily
Team Member Management
Invite team members, manage their profiles, and control their access. Simple onboarding for new staff.
- Email-based team invitations
- Profile management
- Activate and deactivate members
- Team directory and search
Role Assignment & Permissions
Define roles and assign granular permissions. Control access to sensitive data and administrative functions.
- Predefined role templates
- Custom permission sets
- Feature-level access control
- Data visibility rules
Multi-Agency Support
Perfect for consultants and groups managing multiple agencies. Switch between agencies without logging out.
- Belong to multiple agencies
- Quick agency switching
- Per-agency role assignment
- Centralized user identity
Activity Tracking & Audit
Full visibility into team activities. Track who did what and when for accountability and compliance.
- Real-time activity feed
- Per-user action history
- Login and session tracking
- Exportable activity reports
Additional capabilities
Invite Flow
Streamlined email invitation process for new members
Member Status
Activate or deactivate team members as needed
Agency Switching
Seamless switching between multiple agencies
User Profiles
Personal profiles with contact and role information