Different Client Access Levels
under review
T
Tyler Otto
I would love to both be able to assign questions to "Team Members" of my client (like their AP Clerk), but still have the "Owner" be able to see ALL questions asked.
This would give the owner full visibility and accountability, while giving the staff access to only the things we want them to see (so they don't see us ask the owner about the $500,000 owner distro he made)...
This will also become more important when you roll out your "Publish Financials to Portal" feature, as the owners may not want the other employees who have access to the portal to be able to see all the financials.
D
Dwight Dettloff
+1.
I'd also appreciate some more user level access granularity.
For example, "File Access" only. This can be helpful when giving other 3rd party professionals access - e.g. tax return access to a financial advisor without giving them access to questions.
File access granularity by folder or section would be helpful as well. This could provide certain users access to certain files and restrict them from others (e.g. payroll, tax, etc.).
B
Ben Stein
under review