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Client User Roles & Access

 

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.  





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