Settings
Configure CRM settings and preferences
Staff Members
Manage team members and their roles
AC
Alex Chen
alex.chen@trustfundcrm.com
Admin
ED
Emma Davis
emma.davis@trustfundcrm.com
Adviser Edit
SP
Sarah Park
sarah.park@trustfundcrm.com
Reviewer Edit
Role Permissions
Configure permissions for each role
Admin
Full access to all features and settings
Adviser
Can send forms, view submissions, and manage clients
Reviewer
Can review submissions and request changes
Read-only
Can view applications but cannot edit