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Status Released
Categories Client Management
Created by Guest
Created on Oct 3, 2023

Enable privacy groups for certain clients and users

We have certain clients whose information is private and should not be seen by all users within our firm.

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  • Admin
    Alby Atkinson
    Reply
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    Feb 11, 2025

    This feature has been released now.

  • Nigel Henshaw
    Reply
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    Feb 11, 2025

    has this been implemented yet?

  • Admin
    Alby Atkinson
    Reply
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    Dec 13, 2024

    Hi @Guest / @Guest , I have sent you each an email explaining the current privacy client pilot we are running to see if you are interested.

  • David Rahman
    Reply
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    May 2, 2024

    Desperate for this.