Settings and activity
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110 votes
Hi team, thanks for sharing your feedback on permissions here. We really appreciate the strong interest in this area.
With the new client and staff experience, some of you may have already seen the updated Client permissions, which help address part of this need. We’ve also recently introduced a change that allows staff with view-only access to create and edit notes, which also reflects some of the feedback raised.
To be transparent, we don't have any plans in the near term to enable staff to edit contact groups or relationships without full edit access. As the team continues to develop the practice experience, they’ll keep monitoring feedback in this area, and if anything changes we’ll be sure to share an update here.
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Cathy Bourn
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26 votesCathy Bourn
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8 votesCathy Bourn
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38 votesCathy Bourn
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Currently if you restrict staff from being able to edit client records, this will also prevent them from being able to edit relationships for the client which is needed to change percentages to complete tax returns. Accountants do not need to be able to edit client's address, email etc but they still need to be able to edit relationships to be able to complete tax returns. Having another level of permissions would be good to allow them to only be able to change this.