Configure it yourself.
Organization settings, users and roles, approval workflows, custom fields, segregation-of-duties rules, retention policies and the audit trail.
Administration · included from the Essentials plan · answers RFI GT.1, GT.3, GT.4, GT.5, GT.6, GT.8
What it does
- Roles mapped to how your organization counts users
- Approval workflow designer
- Custom fields on any record
- Segregation-of-duties analysis
- Records retention policies
- Tamper-evident audit trail
Works with
- Integrations & data
Connected to the systems you already run.
See administration with your data
We’ll configure a workspace with your funds and departments for the demo.
Request a demo