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Enterprise Module
Pool Access Management
1
Managing Access to Hot Pools and Smart Pools
User Roles & Permissions
1
Creating and Managing User Roles
Pool Sharing & Mandates
1
Pool Sharing and Mandate Requirements
Smart Dossier
1
Sharing Smart Dossiers and Keeping Client Notes Private
Smart Dossier Documents
1
Uploading Additional Documents to Smart Dossiers
Enterprise Payments
1
How Enterprise Module Payments Are Managed
Nationality-Based Pool Pricing
1
Nationality-Based Pool Pricing and FlexPrice
Help Desk Software
by Freshdesk