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
Fact-find, Clients

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Status

Accepting Feedback

Board
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Feature Request

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Date

About 11 hours ago

Author

Curtis Berry

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