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Status Planned
Categories Practice Management
Created by Grant Middleton
Created on Apr 3, 2023

RELATED IDEAS

Ability to restrict user access to sensitive/confidential clients

To prevent access to sensitive information where there is additional client confidentiality required.

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  • Guest
    Reply
    |     Aug 27, 2024

    Is there an estimated date for this to be live as this is really important for my firm.


  • Guest
    Reply
    |     May 17, 2024

    Been over a year since your comment? what is the progress?

  • Admin
    Rob Millen
    Reply
    |     Apr 3, 2023

    Thanks, we agree this is really important. We have started working on this area and hope to deliver the results soon.