Client Workspace
Gives each business owner a private operating surface for only their company.
Multi-company structure, role-aware navigation and isolated operating surfaces for owners, client owners and focused operators.
Gives each business owner a private operating surface for only their company.
Assembles the correct menu for each company, role and operating responsibility.
Coordinates many businesses from one owner layer while preserving company-level boundaries.
Limits an employee to the records and actions required for a defined job.
Lets the portfolio owner see every client, growth surface and personal operating domain.
Defines who can read, prepare, approve and execute inside each workspace.
Adds a new operating section without rebuilding the entire client application.
Creates a new company workspace from reusable modules, sources and permission rules.
Keeps client records and context separate even when the owner operates many companies.
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