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!
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Anonymous commented
This would solve all my problems with having to build (and later update) multiple versions of the same template!