Approve a request and assign a role, or deny it.
Everyone with access, and what they can do. Scope is which companies; capabilities are what they can do there; platform admin is who can manage this screen — three separate things. Tick All companies and the companies below follow it, including any entity added later.
When a new close-file version is uploaded for an entity, these people are emailed (at 8 AM and 5 PM Central, batched) with a Revenue / Gross Profit / EBITDA / Net Income diff versus the last version emailed.
Always notified (core group)
Below are the entity-specific recipients — added on top of
the core group. One per line as Name <email@domain>.
Leave an entity blank to notify the core group only.