Interactive demo · synthetic data only

See how a team workspace could work

Try different roles and see why a client record may be restricted. This is a product demonstration, not a live organization account.

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Demonstration role

Changing this selector changes only the demonstration. It does not grant real permissions.

This role cannot manage team permissions.

Client access scenarios

Scenario 1
Assigned to you; current consent
Allowed in this demo
Synthetic next step: review the document checklist with the client.
Scenario 2
Consent withdrawn
Access denied
Scenario 3
Assigned to another staff member
Access denied
Scenario 4
Different organization
Access denied

An administrator still needs an assignment and current client consent to see a client record. Revoked or expired consent blocks access.

Prepare an organization needs brief

Follow-up workspace

Synthetic tasks only. Updates last for this page’s postbacks; a fresh visit starts over. No reminders or applications are sent.

Accessible demo tasks: 2 · Needs action: 1

Show tasks

Demo task A
To review
Check requirements on the official program website.
Demo task B
Client reports submission
Check for the official response; this tracker does not confirm submission or approval.

Record progress for demo task A

Progress is a staff or client record, not an official decision. Do not enter personal client data in this demo.

Live memberships, client consent capture, audit logs, secure storage and institutional billing remain in development. No client data, invitation or payment is created here.