Assign Roles per Client
O
Olivia Smith
I regularly have multiple staff working on the same client and I would like to be able to assign each role (bookkeeping, AP/AR, payroll, tax, email monitoring) in one place so that my employees know. Bonus if that is shared with the client too so they know who is working on what.
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Autopilot
Merged in a post:
assign employees to client based on role
Amanda Aparicio
We should be able to assign specific role to each client (ex bookkeeper, tax preparer, tax reviewer, payroll clerk, ect). Based on who is assigned to these roles when projects are created for that client then the employee assigned to that role would be able to be auto selected.
Autopilot
Merged in a post:
Team Member Permission Based on User/Clients
M
Melissa Carnes
Ability to adjust user settings on an individual level and customize each user.
Ability to view all projects assigned to your clients only (current setting of view all projects is for ALL project, not only the ones assigned to a user/client)
Autopilot
Merged in a post:
Assign team members to job roles to specific clients
J
Jay Wewer
Once assigned a role to a client then projects created with that job role would auto fill that selected team member.