Members and staff with a login get an area of their own rather than the client area.
- Member areaTheir membership and standing, and what Membership Policy allows: dues and renewal, giving history, documents, their own contact details.
- Staff homeTheir week at a glance, the hours recorded in their name for the last ninety days, time off with a calendar and requests, payslips to download and the documents you share with them, each part a switch on Employer Policy.
- EmailEither area can offer an Email page for the addresses that person holds on your domain.
- One loginSomebody who is also a client switches between areas from the account menu.
Internal notes stay internal
Notes filed on a record are for administrators and are never shown in the portal.