User Roles

Tailored roles for seamless collaboration

Give your team, colleagues and vendors the permissions they need to work efficiently. Our of the box roles make it simpler to give access, reduce errors and keeps everyone moving in harmony.

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Simplify teamwork across your mobility programme

Mobility

Stakeholders

Managers

HR Collaborator

Collaborators play a key role in keeping mobility processes moving. This role is perfect for HR personnel closely associated with the mobility team, to let them help with the move process.

With this role they can:

View case details (but cannot edit them)

Comment anywhere

Upload documents

Open tickets

See all tasks in a case

Stakeholder

Stakeholders can view and comment on linked cases—seeing status, completing tasks and accessing shared items. Stakeholder Initiators have the same access plus the ability to initiate new cases.

With this role they can:

View case details where they’re a contact

Create tickets

Add comments

Access shared plans, documents and tickets

Initiate new cases and create plans (Initiator only)

Tax

The tax role is built for tax professionals to manage tax and social security details, ensuring they have the right access to case records and details.

With this role they can:

View case details relevant to tax

Comment on cases

Manage tasks

See shared items

Review tax and social security information

Immigration

The immigration role is designed for professionals managing immigration processes, with specific edit access to the immigration section in the case screen.

With this role they can:

View case details relevant to immigration

Comment on cases and services

Manage their tasks

See shared items

Edit immigration information on a case

Supplier

The supplier role is designed for managing and updating services while ensuring access is limited to only the services they own.

With this role they can:

View case details relevant to them

Access their assigned services

Comment on cases and services

Manage assigned tasks

See shared items

Employee

Employees use either the desktop portal or the mobile app to stay in the loop on their own cases. They see case status, can submit comments, complete assigned tasks and create support tickets