Specific clients often have specific requirements about who within your organization can access their information, whether profiles, quotes, projects, or invoices. XTRF allows you to manage this on a granular level.
You can choose to specify which user types can access this information for each client. Permissions are managed by job role, so you can grant or remove access for salespeople, account managers, project managers, project coordinators, or additional responsible people. Admin accounts automatically have access to all client data.