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Umango: Visibility of clients on a dealer group/centrally hosted site?

Question asked by Michelle Tan Employee on Oct 31, 2017
Latest reply on Oct 31, 2017 by Andrew Wade

It is common that multiple practices or businesses are established within dealer group or centrally managed sites.  XPLAN inherently manages this situation through the use of Groups to ensure that client information is visible only to the respective practice.

 

If a practice decides to utilise Umango Extract on such a site, will the software restrict access to only those clients belonging to the practice when scanning documents via their multi function device OR will they have access to view all clients on the site?

 

Thanks

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