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Staff workspace
Your operational workspace. Assigned requests are live below; messaging, checklists and case tools land here as they are built. You do not have account-management controls — those belong to the owner.
Assigned requests
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Coming to the workspace
Assigned clients
Clients the owner has assigned to you.
Document checklists
Track what each client still needs to provide.
Secure messages
Talk to assigned clients in one place.
Appointments
Manage calls and meetings.
Internal notes & tasks
Case notes and your task list.
Your access
Name—
Email—
Role—
Can accessStaff workspace