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Group permissions

Feature RequestGroups

A way of being able to restrict who sees group when they have Admin permissions.
For context we would like to archive inactive clients without the team being able to see them, have a restricted processing group but the whole team can see it.

Posted by Thomasin Clarke ·
Status: Accepting Feedback1 comment

This request was merged into another request

Comments1

  • Kenny Gahagan

    •

    May 2, 2025

    Would also be useful if you don’t want staff with Admin permissions to see other employee’s financial details if they are also clients of the firm.