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Status Planned
Created by Grant Middleton
Created on Apr 3, 2023

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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  • Hannah Yates
    Reply
    |
    Dec 11, 2024

    I am interested i this pilot please.

  • Navin Sapkota
    Reply
    |
    Dec 11, 2024

    Hi Alby

    I am interested in this pilot. Please advise.

    Kind Regards

    Navin Sapkota FCCA

    BrightSterling Chartered Certified Accountants

    53 Sheen Lane LONDON SW14 8AB

    020 8392 1099

    www.brightsterling.com

    *** The highest compliment we can receive is a referral from our clients***

    [Description: TopRated2015][cid:8b9252e0-4707-4db1-8869-ab44037d2a2d][cid:ebe8679c-7513-4711-bc57-fbd6d522eda7]

    BrightSterling and V Kapadia & Co are the Trading Names for Bright Sterling Ltd.

    This e-mail may contain confidential and/or privileged information. If you are not the intended recipient (or have received this e-mail in error) please notify the sender immediately and destroy this e-mail. Any unauthorized copying, disclosure or distribution of the material in this e-mail is strictly forbidden.

    P Please consider the environment before printing this email.

  • Admin
    Alby Atkinson
    Reply
    |
    Dec 11, 2024

    Hi, we are currently running a pilot phase at the moment for customers that do not have an IRIS Elements connection to their IAS Desktop product (this will run at a later date).

    To view a demo of the client privacy feature for this pilot, click on the link - https://demo.iris.co.uk/share/odlqdruc6jlv

    If you are interested in being involved in the pilot please contact me via a comment here or email at alby.atkinson@iris.co.uk

  • Jahanzab Arshad
    Reply
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    Nov 15, 2024

    Is there an estimated date?

  • Ashley Annoh-Antwi
    Reply
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    Nov 6, 2024

    I'm very surprised this feature wasn't implemented before migrating users from TaxFiler to IRIS. Personally, and from speaking with other practice users, I would have considered an alternative solution had I known this critical privacy setting was not available in IRIS.


    Can I kindly request an update of whe this feature will be released.

  • Hannah Yates
    Reply
    |
    Aug 27, 2024

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


  • Guest
    Reply
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    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.