Once defined, you will be able to send information about the request to your customer for approval.
The capability to request GDAP relationships is the first step we introduce for a comprehensive solution to GDAP management with in the Cloudmore platform.
User Last Accessed Date for self-service tracking
One of the key benefits of Cloudmore is the self-service aspect. And we encourage to roll out the self service to your customers, using the Organization layer.
Changing people’s habits is always difficult, but it will definitely be worth the while to train your customers to use the self-service portal. This would reduce the support load on your team, as your customers can log in by themselves and take the actions they want to, straight on the platform.
The Last Accessed Date is a user attribute (for both Organization users and Broker users), which could help you to gauge how actively your customers (and colleagues) are logging in to the platform.