HomeEvery roleClient account helper
A role in the app
Client account helper
Keeps each client apart, drafts their weekly update and flags the accounts that are slipping.
What it does
- Drafts a weekly update for each client
- Flags client accounts that are slipping
- Files the actions from client calls
- Keeps each client's information separate
An example from the JobSweep test
For each practice client it drafts a weekly update, flags the accounts that are slipping and keeps the information of each client apart.
How it works
You press the job's button on its page.
Its work lands in your review inbox.
You approve it as it is, or change it first. Nothing goes out without your yes.
Tested on JobSweep, my own job search site. In the app today this role works on JobSweep's facts and practice inputs, and says so on its page. Working from your own business's facts is the next step for it.





