Due to Compliance and Confidentiality, we need to control who can see everything in our Redtail Imaging. Advisors should not be able to view everyone elses client documents as well as our corporate files. We do however, need to allow certain people to have access to these areas. As of right now that is not possible. You need to have a couple of levels for permissions. It should not be all or none.
Thank you
Paulette Cooper
Operations Manager
Integral Investment Advisors
Due to Compliance and Confidentiality, we need to control who can see everything in our Redtail Imaging. Advisors should not be able to view everyone elses client documents as well as our corporate files. We do however, need to allow certain people to have access to these areas. As of right now that is not possible. You need to have a couple of levels for permissions. It should not be all or none.
Thank you
Paulette Cooper
Operations Manager
Integral Investment Advisors