Permission/control setting for 'Add User' visibility on the fact find
Please add a permission that allows firms to prevent clients from adding new people through a Fact Find.
Clients are creating duplicate records for people who already exist in Plannr. Making the “Add person” button less prominent or displaying a duplicate warning may help, but it does not prevent the problem.
If some clients genuinely need to add another person, this should be an optional permission or a firm-wide setting, not functionality that every client automatically has.
Maintaining clean and accurate data is a really high priority for us. We need to be able to trust that every client has one complete record in Plannr, rather than information being split across multiple records.
This is creating unnecessary work. There is no merge function, so we have to manually compare both records, transfer the information and then delete or archive the duplicate.
Please include an option within the new permissions update to disable “Add person” at firm, template or individual Fact Find level.
- Area of the system
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Comments1
Tracy Holdt
Jul 24
Hi @Curtis Berry we are releasing functionality on Monday that should hopefully alleviate this issue.
The Add User option is being moved into the selection drop down list, so not a prominent button on the page and we have added validation where the same name and email address is entered.
Please let us know if this doesn’t improve the issue you are facing
Regards
Tracy