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Understanding Client User Roles and Access


There are 5 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 client user which eliminates the need for multiple login IDs.  For more information on this feature, please click on the following link: 

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

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