hiding partners information from staff
copy the functionality of access Handisoft to be able to hide details of partners and their own entities from staff in XPM. They can see TFN for example. In Handisoft they can'r even see an address much less who in in the partners private group.
2
votes
Mark Penkethman
shared this idea
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Elisa Harris
commented
Totally agree, coming from a firm that transitioned from Handi 18 months ago, it is less than ideal for all staff to be able to view all these personal details for staff and their families/entities such as:
- Home address
- Dates of birth
- How many and which entities the staff member has