Multi-Office Operations
Offices as teams, one process, partner visibility across all of it.
Multi-office firms / Role-Based Access
Control access and record each action
At firm scale, “everyone can see everything” is a liability. Cranston scopes access by role for your staff and by explicit grant for clients, with a record of what was accessed and done.
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Staff roles: owner, admin, member
Client access granted per client
Actions logged and reviewable
How access control works
Scoped by default, auditable throughout.
Staff get roles
Owners and administrators manage the firm. Members work in their assigned queues and receive only the required access.
Teams bound the view
Staff see their team’s clients and work. Cross-office visibility is a deliberate grant.
Clients get explicit grants
Each portal user is granted access client by client. The CFO with three entities sees exactly those three.
The audit trail records each action
Actions by staff and by the AI are logged, so who did what, and when, always has an answer.
Access control questions
Yes. A floating reviewer or firm administrator can belong to multiple teams.
