Clients can have start and end dates for roles when they are added. These are noted as “Start Date” and...

You have the option to give all Active Subscribers/Members a Role Code (as set up under Setup > Client >...

If you wish a Role Code assignment to stand out in the display list, you can define the background and...

You can store against each client any number of Role Codes. This allows for you to give attributes to what...

Client Role reporting allows to generate reporting based upon the Client > Role options and/or sub-role options. To generate a...

If you have a scenario where you want to merge the clients allocated on one role code onto another already...