Client management uses different user roles to control access levels. Knowing these roles helps you assign the right permissions to your team based on what they need to do. Each role defines what a user will have access to, like managing subscriptions, editing client details, or checking activity logs. Role | Summary | Permissions |
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| Administrator | Full access to all features and client management tools. | - Access all subscription types, including compliance and client subscriptions
- Manage all subscriptions
- Edit and delete all comments
- Add, edit, and delete clients
- Assign clients
- Edit email settings
- Email clients
- View the practice activity log
- View the client activity log
- Import clients into the system
- Manage business settings, including adding or managing users
| | Standard | Access to most features, excluding business management settings. | - Access all subscription types, including compliance and client subscriptions
- Edit and delete all comments
- Add, edit, and delete clients
- Manage all subscriptions
| | Basic | Limited access, mainly for viewing client information and compliance subscriptions. | - Access compliance and client subscriptions
- View client information only
| | Read Only | View-only access to client information without any editing permissions. | - View client information only
| | Practice Management | Focused on client communication and tracking client activities. | - Manage practice and client documents
- View the client activity log
- Email clients
- View client information only
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