A centralized, role-based platform for managing client relationships across all departments. Secure access, real-time data, and comprehensive audit capabilities.
Select your department to access the secure client database. Valid credentials required.
Three role levels: User (view only), Superuser (view + edit + delete), and Admin (full access including audit & user management).
All user activities are logged in real-time including logins, data additions, edits, and deletions. Accessible only to Admin users.
All client records are stored in the master workbook on the network drive and synchronized across all sessions.
The portal writes data back to the master workbook via the API server. All changes are persisted to the network drive automatically.