Add the ability to chose which permissions a coworker can have. I am needing to have coworkers that can update client settings, but not add a new partner, but at the same time assign it to another coworker also. That is a mix of client and firm admin.
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In Review
Feature Requests
10 months ago

Timothy Helman
Get notified by email when there are changes.
In Review
Feature Requests
10 months ago

Timothy Helman
Get notified by email when there are changes.