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Status Released
Categories Client Management
Created by Ian Davis
Created on Feb 18, 2024

Advance Edit Roles - client security

At present a user who is a manager or senior can view clients of the administrator even if they are not allowed to access it. It would be useful for the administrator to restrict other users in relation to what clients they can see. (This was an important feature in Taxfiler and has been lost)

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  • Admin
    Rob Millen
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    Apr 5, 2024

    Hi Ian, thanks for logging this - we will be launching client security features later this year.