Use cases
Job roles filter what somebody sees; accreditations decide what they may sign.
Principal
See every accreditation expiry without a spreadsheet, and sign off the register entries that need it.
Compliance officer
Send a policy for sign-off and see who acknowledged which version, and when.
Sales agent
Record a material fact disclosure or a beneficial interest while it is happening, against the listing.
Auditor
Read the registers as the list the auditor wants, the same entries the agent reads from the file.
How it connects
- PropertiesEvery entry names its property and engagement, and the file’s Compliance tab carries its checklists and their evidence.
- TrustTrust authorisations are gated by accreditation, and every trust action lands in the audit log.
- OperationsReview schedules, checklists and expiring accreditations create tasks, and overdue items reach the dashboard.