Skip to content

Jimmy Gill

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Permission Folders

    466 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    35 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jimmy Gill commented  · 

    Redtail Imaging does not currently have user permissions like the CRM does, which means that anyone with access to the CRM can access the entire imaging archive. Although there are different "libraries" there is nothing to stop any user from accessing all libraries, or using the search function which queries across libraries. This is an issue for growing offices of multiple advisors with separate books or keeping any amount of sensitive firm records on the imaging system.

    Jimmy Gill supported this idea  · 

  2. Please add security levels definable by user, such as only an admin user can alter index listsor

    107 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    11 comments  ·  Redtail Imaging » Permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jimmy Gill supported this idea  · 

Feedback and Knowledge Base

(thinking…)