Administration
Settings
Roles, permissions and notification rules.
Access
Roles & permissions
Super AdminEverything, including billing, integrations and role assignment.
LeadershipAll clients, all performance, capacity and escalation views.
Account ManagerAssigned clients: GPS plans, projects, meetings, reports, portal.
SpecialistAssigned projects and actions, relevant SOPs and performance data.
VATask creation and coordination on assigned accounts. No performance edits.
ClientPortal only: progress, deliverables, reports, action items, meetings.
Client accounts can never see internal comments, staff performance, internal notes or operational detail.
Notifications
Intelligent, not noisy
GPS only notifies when something needs a decision.
Needs Attention
2 active
Overdue
1 active
Client Waiting
1 active
Approval Needed
2 active
Upcoming Meeting
1 active