Management

Companies, employees and access

One subscription covers a group of companies or all agency clients. Each company has its own data and settings, employees see only what they should, and action history shows who did what.

What is included

  • Several companies with details loaded from A3.ID by BIN or INN
  • Department tree
  • Employee invitations by email and access blocking
  • Roles: owner, administrator, employee
  • Visibility of leads, assignments and projects: own, department or whole company
  • Employee action history with filters

Which plan includes it. Included in all plans: Start, Business and Pro. Plans differ in limits on employees, companies and connected accounts. Compare plans

Common questions

Does this suit an agency?

Yes. Each client is set up as a separate company in one business, and the company limit depends on the plan.

How do employees sign in?

Through A3.ID. An employee gets an email invitation and, at sign-in, chooses the company they work with.

Where this is used

Other features

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