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Elements Ideas

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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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    • Admin
      Alby Atkinson
      Reply
      |
      Feb 10, 2025

      Hi, this is now live to all Elements tenants.

      1 reply
    • 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
      |
      Nov 15, 2024

      Is there an estimated date?

    • Ashley Annoh-Antwi
      Reply
      |
      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.


    • Nimesh Shah
      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.