access restrictions
It would be great to have a feature that allows users to group clients within their HQ (or the main dashboard) in a way that only selected users with specific permissions can access certain client groups. This would provide more granular control over who can see and manage specific clients, making it easier to manage access for teams working on different client accounts.
This would be especially helpful for firms with multiple teams handling different types of clients (e.g., accounting, payroll, etc.), ensuring that only relevant team members can view and work on certain client groups.
Potential Benefits:
Improved data security and confidentiality.
Better organization for teams managing multiple clients.
Customizable access control for different team roles.
Reduced risk of accidental data exposure to users without relevant access.
Could this be possible in future updates?
Rumyana Stoyanova
shared this idea
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