Modern and Comprehensive Clients and Users Details Page

Modified on: Tue, 13 Dec, 2022 at 5:16 PM

Manage, store and edit your client's information from the all new modern yet comprehensive Client Details page.

Manage, store and even edit the Client's Information from the all-new modern and comprehensive Client Details page.

New Features on the Client Detail's Page

All the exciting developments and new features on the Client's Detail page can be categorized into 3 segments:

Profile Section to manage and edit account details:

Profile Section provides not only a bird's eye overview of all the basic account information such as Reference Number, Template Assigned, Account Status, Package, Inbound Email, Storage User, Created, and Last Login Date, etc. but also gives the user ability to edit those details.

Activity Log:

Easily access the fiduciary audit trails/activity logs right from the client detail page. This will help you and your team achieve transparency, accountability, and 24×7 peace of mind by easily (and in real-time) tracking any and every activity that takes place within a Vault. In addition to that, Activity Logs are grouped by date, user, and type of activity for a better experience.

User Access List:

Monitor and keep real-time track of all the users and third-party collaborators permissioned into the client's vault. This will help you and your compliance teams to proactively manage the constantly evolving regulatory landscape, mitigate any mismanagement of corporate and client information, enable audit preparation, and more.

New Features on the Users Detail's Page

New look and feel on the user's detail page. 

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