Manage accounts
Admins, employees, and client portal accounts. Create, edit, or remove access.
Admins
Full access — manage everything including settings, accounts, and clients.
| Username | Display name | Last seen | |
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Employees
Can view leads, manage client edit requests, and update their own profile.
| Username | Display name | Last seen | |
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Clients
Client portal accounts — linked to a business record for dashboard access.
| Username | Display name | Linked business | Last seen | |
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