Ability to mark a client as 'private'
J
Jina Hernandez
Ability to restrict access to a particular client or clients to Owners, or specifically chosen users.
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H
Heather Osborne
Agree - I would love to see this functionality. Most team members have tasks that are not client tasks they need to complete. I've gotten around this by creating a client that is "me" so that I can add projects/tasks to that client and they show up in my list. That said, some of these tasks or projects should not be transparent to the entire team. This limitation prevents me from being able to utilize FC to manage all of my tasks/workflow.
Amanda Aparicio
Merged in a post:
Team Access
K
Katie Carter
There may be some customer profiles that I do not want my staff to have access to, especially their vaults. It would be great to have an option to block a profile from certain team members.
M
Marcy Hartung
Can this answer be public?
B
Bill Sherbert
or password protect?
Amanda Aparicio
Jina Hernandez, I have a couple of follow up questions about this! Let me know if you have time for a quick call :)
J
Jina Hernandez
Amanda Aparicio Are you available at 12EST? Or some time after that?
Amanda Aparicio
Jina Hernandez, I could do 3 pm ET if that works for you!
J
Jina Hernandez
Amanda Aparicio I missed this yesterday. Can you 1:30pm ET today?
Amanda Aparicio
Jina Hernandez, no worries! Today is a bit booked 😅 Could you kindly click here to schedule a time?
J
Jina Hernandez
Amanda Aparicio Thanks Amanda. I have done that and I also added two team members that are helping with FC set up for our company. Their names are Candice and Sandy.