MovePro360 Case Study: Administrator Client Portfolio Management (2/3)

The Solution:

Movepro360 will provide administrators a streamlined process for managing their client portfolio and permit them to perform any necessary functions in a standardized and secure manner.

  • Client Management: Users will be presented with their active clients upon logging into the system, as all of their job duties are performed in service of their individual clients.
  • Act as Client: The system will have granular permission control, allowing for administrators to have the same permissions as their clients in addition to elevated permissions they may be granted based on their individual roles. Administrators and client actions will be captured in the system as being performed by who actually performed them, allowing for better data integrity and tracking of action in any required audits.

Example Screens: