Understanding Client User Roles & Access
Last updated: 5/19/2021
There are 5 role options for clients that will be logging into your system. The spreadsheet below lists each user type and the access with each. The latest version of FileTrac has a feature where you can now assign multiple companies to a client user eliminating the need for multiple login ID's. For more information please see the support document for Multiple Companies Assigned to Client Rep Managers.