Services catalog
Services (/orgs/{orgId}/services) is the catalog of compliance / engagement products your firm offers (for example recurring filings).
Org catalog
Admins and granted Members maintain org-owned services from the organisation Services nav. Shared catalog templates may already appear in the list; your firm can also create and edit its own services.
What to configure
When creating or editing a service, pay attention to:
- Cycle and due-date anchors (drive Home deadlines)
- Suggested documents — become milestone document expectations on new service instances
Clients receive services via the account Services tab (instances and subscriptions), not only from this catalog page.
Who can do this
| Action | Admin | Member |
|---|---|---|
| Browse catalog | Yes (typical) | If granted |
| Create / edit org services | Yes (typical) | If granted |
Open in CARA: Open Services
Next: Milestones and documents.