Settings and activity
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357 votes
We are exploring the best way to handle more advanced user restrictions
James Bell
supported this idea
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29 votes
The Access privileges for users need to be expanded to be more flexible over what a user can and can not do (or see). As a practice, we would like the ability to not give all clients (users) full access to the extra paid services (Boost/line Extraction/Bank Statements) that they can use without speaking with us but we are then charged a month later. We would like the ability to give access to clients for these extra services if we have agreed in advance that they can use them. You can either have Admin full access or Basic user. A user either has limited access to only their items, or full access to everything. We need more options here!