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Firm adminsPreparers
Challenges, competitions, and leaderboards
Create measurable performance programs and give preparers a clear view of progress and ranking.
Challenges
Challenges track a target, current progress, deadline, status, and any configured award. Admins manage challenge records; preparers see the challenges assigned to them.
Competitions and leaderboards
Admins create and manage competitions from configured templates or custom settings. Leaderboards show the current ranking and supported trend data; preparers receive a view designed for their role.