🔐 New in Gather: Flexible Role Management for Visitors & Helpers

Need to send an invoice or assign a task to someone who’s just a visitor on a case, but don't want them to have access to the organize page indefinitely? You can now temporarily upgrade a visitor to a helper - and then downgrade them back to a visitor when you're done.

This new flexibility makes it easy to:

• Invite a visitor to take action (like paying an invoice or completing a task)
• Promote them to a helper temporarily
• Then return them to visitor access once their part is complete

They’ll keep their login access to the Remember Page the whole time - so you can manage privacy and access without disruption.

Available now on all cases!