Separate "View" and "Edit" Permissions on Client Vaults
Amanda Aparicio
Currently, if a user is able to access a client's vault, they also have the ability to
edit
the client vault. Instead, separate out those two permissions so that users can decide which team members can view vs. manage client vault information.Log In
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Lisa Peacock
This would be helpful in limiting which staff members can manage the documents. We are running into inconsistencies with document storage naming conventions and "where" the actual document needs to be put.
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Lisa Tong
I agree