Information
Agency and team
Partner
Client
Projects and tasksProgress, time estimates, linked tasks
By role
Their clients’
Their own
Maintenance and reportsSite status, plugins, backups, monthly report
By role
Their clients’
Their own
Servers and domainsExpiry dates, SSL, hosting details
By role
Their clients’
Their own
Proposals & invoicesPDF, payment status, recurrence
By role
Their clients’
Their own
TicketsSupport requests and their follow-up
By role
Their clients’
Opens and follows their own
MetricsActive projects, pending items and payments
By role
Their clients’
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Team, roles and brandUsers, permissions, logo, colors and domain
Manages
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