Feedback

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.

Invitations expire within 48 hours. I want to set up new hires on a Friday that start Monday. Maybe have the link expire 72 hours?

Supervisor, or ability to great more granular roles so that some of the admin type permissions are available but not all, set in such a way that they are saved and can be adjusted

Please make it so that the training modules can be visited somewhere, not just when a new user is set up. It would be helpful for us to be able to create the user and begin assigning them to tasks BEFORE their first day, but that means the training modules disappear!

If a team member is no longer with the company, for security purposes, we should be able to disable the account from be accessed. This should include a way to change the team members password.

Ability to create a new team member role (and name it whatever we'd like) and then set permissions based on that new team member role.

Toggle to show when a user is out of the office inside the portal - for now, we change our name so that the client sees that particular person is currently out of the office.

I have hired an administrative assistant, and I would like to restrict them from seeing Client Files. It would be great to have that as an option when defining team member roles.

It would be nice to have a quick way to allow new managers to be able to access closed projects for clients they are responsible for, without having to assign those projects to them. Maybe a permission level adjustment that allows team members to be able to access all open and closed projects for clients they have access to.

Invite Team is not intuitive as a category name when looking for managing permissions. User Permissions should be moved to Settings or it should be renamed to just Team or Manage Team so that way you can quickly figure out where to manage the permissions of the team. As it stands, Invite Team really makes you think its only for inviting new team members, not managing them or permissions