TC
Tejas Chaudhari
tejas.chaudhari@firm.com
⭐ MANAGER ROLE
💼 Pipeline & Task Visibility
Assigned Only
All Firm Tasks
Allow editing unassigned case files
Fee Collection & Financial Security Rules
Strict Audit Logging Active
💳 Payments & Fee Visibility
Hidden
My Tasks Only
All Payments
Allow editing client fee quotes
Pipeline & Task Access
Payments & Fee Security
Step 07: Granular Permissions
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