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.
Please authenticate to join the conversation.
In Review
Feature Requests
6 months ago

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

Timothy Helman
Get notified by email when there are changes.