Managing users


You can set up unlimited users so that all your team can access and contribute to a practice wide review diary for each client. No more double-guessing what was done before…

Our User Management screen allows you to set up access to Scoop for an unlimited number of your partners and staff. You can also link client managers to a responsible partner. This latter feature means you can filter your Report Grid view to focus on client groups managed by a particle user.

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