To be able to separate clients by rep code, without the database owner having full access.
Having a new rep join our firm, we are transferring clients from the database owner to him. However, the data base owner, still has access to all clients they are not easily identified who the client belongs too. There should be a way to have separate access to clients per rep code.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Pamela Siemek commented
The new rep should be limited to his clients for the AUM value. Not have access to the database owner AUM value.