Per-User Custom Permissions Beyond the Four Role Tiers
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Mike Bayles
As firms grow, the four fixed roles (Owner, Admin, Manager, Member) become too coarse to reflect who should see what. Firms want to toggle individual permissions per user rather than being limited to role-level access, without needing to move to a plan tier that supports fully custom roles.
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K
Kathy Nash
100%! I have certain clients or tasks that I don't want my team members to see. Right now the only solutions is to manually add clients to the OK to see list. Can't we do an exclude client from that list?