SST team
| Person | Role | Completes | Working on | Hours |
|---|---|---|---|---|
| AMAvery MorganAudit | Partner | Detail review | — | 1.5 h |
| DPDana ParkAudit | Senior manager | Planning | Subsequent events review | 14.0 h |
| PSPriya ShahAudit | Senior | Fieldwork | Participant data testing | 22.5 h |
| JRJonah ReyesAudit | Staff | — | Contributions | 17.5 h |
| SESana EllisAudit | Staff | — | Distributions | 11.0 h |
| WHWren HallidayAdministration | Administration | Processing | Form 5500 filing package | 1.5 h |
Client team
The people on the client side who provide documents. Add contacts now and invite them when the request list is ready.
| Contact | Invitation | Requests | Action |
|---|---|---|---|
| LPLorraine Petitlorraine@brighton.example | Joined | 45 | On the team |
| NANeil Ashfordneil@brighton.example | Invited | 0 | |
| BTBree Talbotbree@cardinal.example | Not invited | 0 |
Prototype invitations are simulated. No email is sent; invitation status resets on reload.
