Employee 6

• Grant an Employee Access to Web or Mobile App
• Grant Multiple Employees Access to Web or Mobile App
• Employee Account Setup and Login on Web
• Employee Access Options
• Deactivate an Employee Profile

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Manager (Single Client Access) 3

• Add a Manager User
• Limit Manager Permissions in a Client Portal
• Assign a Manager User to Employees

Partner (Multiple Client Access) 3

• Add a Partner User
• Assign Partner User Access to Client Portals
• Deactivate a Partner User