PreciseFP supports four customizable user roles:

  1. Assistant - Use this role for administrative assistants that require access to only one team in your organization.
  2. Advisor - Use this role for financial advisors that require access to only one team in your organization.
  3. Team Lead - Use this role for the person in charge of a team in your organization.
  4. Manager - Use this role for the person who could have more permissions to do more in the platform.

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