Welcome to Front Office AI!

This guide is designed to help new users understand the different user types instantly.

Admin

• Organisation admins typically create organisations, invite colleagues, manage departments, access and activities.
• Are you an organisation admin? Click here for more information.

Member

• Organisation members are users that have been invited to manage settings, departments, access and activities.
• Organisation invites are sent via email. Please check your spam folder before requesting a new invite.
• Are you an organisation member? Click here for further information.

Representative

• Asset representatives assist organisations through submissions of docs, forms and uploads.
• Asset representative invites are sent via email. Please check your spam folder before requesting a new invite.
• Are you an asset representative? Click here for further information

Deal participant

• Deal participants get invited to manage deals in a secure room of participants.
• Deal invites are sent via email. Please check your spam folder before requesting a new invite.
• Are you a deal participant? Click here for further information.

Need a hand?

• Front Office AI provides an intuitive digital onboarding process to get you up and running smoothly.
• We also have plenty of support articles on the Support Hub that explain key features in detail.
• For users seeking bespoke support, get in touch. Our product specialists are on hand to review current processes, help migrate data and provide 1-on-1 training sessions.