Assign Roles to Specific Teams | Advisor, Assoc. Advisor and (CSA) Client Service Associate of Team
Right we have the ability to change the Roles in bulk for clients, but being able to add a prefixed option for a team on who should be the Advisor, Associate Advisor or CSA would be so nice.
So when you add team permissions to a client it automatically adds in the preassigned roles to the users.
The ability to have multiple CSA's on a client would also be preferred, but not a necessity.
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
This would solve all my problems with having to build (and later update) multiple versions of the same template!