Settings
Configuration
System configuration, users and audit.
Users and roles
Invitation-only access. New user provisioning requires an Administrator.
HK
Hamish Kingsley
hamish@gibraltar.nz
Administrator
AW
Amelia Whitcombe
amelia@gibraltar.nz
Director
NR
Nikau Ratana
nikau@gibraltar.nz
Deal manager
PA
Priya Anand
priya@gibraltar.nz
Deal manager
CF
Callum Frost
callum@apexgrowth.nz
Growth partner
IC
Investment Committee
ic@gibraltar.nz
Viewer
Attribution window
Configured attribution window for revenue and commission recognition.
First-touch attribution
Window: 24 months
Notifications
Choose when the system will notify Deal Managers and Directors.
New lead assigned
Opportunity stalled 7+ days
Approaching required settlement date
Terms issued
Settlement confirmed
Commission eligible for invoicing
Integrations
Website enquiry formsConnect
gpc.levelup2win.com — Funding Strategy AssessmentConnect
gpcbiz.levelup2win.com — Business AssessmentConnect
WordPress formsConnect
Google AdsConnect
Xero (planned)Connect
Privacy and retention
Data retention policies, consent management and right-to-erasure processes will be configured here prior to production go-live.