1. Evolution Global - FileTrac CMS Support
  2. Solution home
  3. Getting to know FileTrac
  4. How to Set up your FileTrac System

Understanding Client User Roles and Access


There are 4 role options for Clients that will be logging into your system.  The spreadsheet below lists each user type and the access for each.  


FT2020 also has a feature where you can assign multiple companies to a Claims Rep Manager.  For more information on this feature, please click on the following link: 

Multiple Companies Assigned to Client Rep Managers : FileTrac Support (freshdesk.com)

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article