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Team Members
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Billing (415)
Client Portal (108)
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Document Management (106)
Integrations (82)
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ReCats and Month End Close (130)
Time Tracking (111)
Workflow (305)
Email (132)
Reporting (96)
Team Members (31)
Settings (25)
Team Chat (35)
Filter, Sort, & Search (63)
Client Chat (48)
Security (20)
Project Templates (48)
Client Tasks (81)
Automation (31)
API (16)
AI and MCP (21)
E-Signatures (13)
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Ability to disable team members
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.
2
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Team Members
41
Out Of Office
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.
12
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Team Members
61
FC University for employees where they can get certified on the program
FC University for employees where they can get certified on the program
0
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Team Members
28
Group Team Members by Department
Include the ability to group team members into a Department. Then, on reports, allow for filtering based on a department (i.e. if I select a department, the report will filter to show the activity of just those team members in that department)
0
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Team Members
6
Selective client access for team members
I have a couple of clients that want to keep their information extra private. They want only employees directly involved in the projects to have access to their information. they don't want the other employees to have access.
2
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Team Members
5
Seperate user role to allow/deny team members to adjust share permissions for Client uploads
Currently, the ability to allow users to change the sharing access to Client File folders is shared under the "Create Clients and Contacts" user permission. This should be a separate role, as we don't want users to create clients but be able to adjust them as needed.
0
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Team Members
4
Text reminders to the clients employees to upload hours and client reminders to run payroll
Text reminders to the clients employees to upload hours and client reminders to run payroll
1
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Team Members
7
Customizable Team Member Roles
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.
2
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Team Members
32
Confetti
Add more confetti events in the project template (not just at the end).
0
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Team Members
3
Read receipt on Team Chat
Similar to what was done on the client chat on outgoing messages, having a read receipt on the Team Chat (date and time included) would be helpful.
1
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Team Members
35
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