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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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)