- Manage their Personal Profile including uploading Photo
- Manage security settings eg. password and 2-factor authentication
- Ability to Take a Tour- you can take a Tour at any time by selecting Take A Tour under your Profile
- View Overview Dashboard
- All Manager functionalities
- View Pathway Dashboard
- Create Pathways (either from a Phundex template or create a new Pathway)
- Create Stages
- Create Tasks
- Create Task Forms
- Assign Tasks to Team Members
- Choose whether the Team member has Contributor or Approver status
- Data Room
- View Transactions
- Upload Document
- View doc permissions, status, audit history
- Add Team Members to a Transaction including Team member permissions:
- Participant (Edit access - always Client Admin/Manager)
- Published View (only able to see documents when they are signed off as published
- All Team Member functionalities
- view Overview Dashboard including all tasks
- Perform tasks assigned to Team Member
- make comments in the Task status section
- Mark Tasks as Complete
- Change Task Status back to incomplete if required
Manager - Complete User Guide Print
Modified on: Tue, 14 Jun, 2022 at 2:34 PM
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