Roles & Access
Strong teamwork requires clear responsibilities.
Account owners control the business. Users focus on their tasks. That's how your collaboration runs smoothly.
Clear responsibilities for strong team collaboration.
Teamwork only works when everyone knows who's responsible for what. Who makes decisions. Who contributes. Consulting firms that grow dynamically and collaborate flexibly need structure without overhead. Two roles, clearly defined. No permission chaos, no configuration. This keeps the focus on what matters: great collaboration.
Team collaboration
Two simple roles. One shared workflow.
Teamwork needs structure, not configuration. Account owners manage projects, offers, and finances. Users track their services without access to sensitive data. This creates clarity within teams. It builds speed, trust, and reliability.
Partner collaboration
Include externals without giving insight
External consultants or freelancers enter their services directly into the system. They see no internal numbers, no offers, no budgets. Everything important stays protected. You work with partners without exposing confidential areas. This is how you integrate external partners without losing control.
Invite your team. Define responsibilities. Consult.
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