Overview:
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)
