Everyone in one place, with the right access.
Employees, clients, consultants, and contractors -- manage every stakeholder across all entities with role-based access, invitations, and collaboration tools.
Capability Deep Dive
Stakeholder management done right
From your internal team to external consultants and client contacts, everyone has exactly the access they need.
Role-Based Access Control
Owners, managers, employees, consultants, and clients each see only what they should. Configurable per entity.
Invitation & Onboarding
Invite team members with one click. They receive a branded invitation email and complete setup through a guided flow.
Multi-Entity Membership
One person can be a member of multiple entities with different roles. An accountant might be a consultant on 50 client entities.
Free Consultant Accounts
Accountants, lawyers, and HR consultants collaborate on your entities at no extra cost. They manage their own clients too.
Access Audit Trail
Track who accessed what and when. Full audit log for every action, document view, and permission change with export capability.
Team Analytics
Track task completion rates and workload distribution across team members. Identify bottlenecks and measure team responsiveness.
Use Cases
How businesses manage their teams
Business owner with multiple stakeholders
A business owner invites their accountant, lawyer, PRO, and HR consultant to collaborate across all their entities.
- Each consultant gets free access to relevant entities
- Role-based permissions ensure data isolation
- Consultants manage their own client list
- Owner sees all activity across all consultants
Professional firm with client access
An accounting firm gives each client a portal where they can submit documents, view compliance status, and communicate with their assigned team.
- Client portal access with self-service capabilities
- Assigned team members per client with workload tracking
- Internal notes and comments invisible to clients
- SLA tracking per client engagement
Enterprise with department access
A large organization manages HR, finance, and operations teams with different access levels across multiple entities.
- Department-based access control per entity
- Delegated authority for managers per entity and department
- Bulk team management and invitation workflows
- Activity monitoring and access reports per department
Give everyone the access they need -- and nothing more
Manage every stakeholder with role-based access across all your entities. Your consultants join for free.