Users, Collaboration, and Support

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Company Users

Company admins can manage workspace users and assign role-based access.

Key outcomes:

• user-level permission scoping
• reduced unexpected 403 experiences by aligning visible modules to role rights

Linked Customers

Company admins can open the linked customers workspace to:

• onboard a new customer directly from company portal
• link an existing platform customer to the company
• manage a customer relationship where one customer can be linked to multiple CFAs
• launch customer-facing actions (messages, contracts, invoices) from the linked customer context

Messages

Messages module provides realtime conversation channels for company operations.

Typical actions:

• open conversation threads
• send and receive messages in real time
• follow up on operational issues with internal/external parties

Notifications

Notifications module provides:

• unread/all alert visibility
• action-driven deep links
• acknowledgement/read progression

Support

Support center handles issue lifecycle:

• create support ticket
• categorize and prioritize issues
• follow ticket updates
• continue message thread on active ticket

Training

Training module provides role learning support through course and assignment tracking.

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