• 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
  1. View Pathway Dashboard
  2. Create Pathways (either from a Phundex template or create a new Pathway)
  3. Create Stages
  4. Create Tasks
  5. Create Task Forms
  6. Assign Tasks to Team Members
     • Choose whether the Team member has Contributor or Approver status
  7. Data Room
     • View Transactions
     • Upload Document
     • View doc permissions, status, audit history
• Add Team Members to a Transaction including Team member permissions:
  1. Participant (Edit access - always Client Admin/Manager)
  2. 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