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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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!
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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.