Expand Conditions for Automating Permissions / Roles
Currently, you can automate Permissions when a contact is added for users and teams.
Now that Roles can also be also be assigned during the contact creation process, this should also be an Automation Condition option.
For example, when a new Prospect is entered in the system, if a user forgets to assign the Permissions / Roles, then they can be automatically assigned based on the Servicing/Writing advisor conditions.
22
votes
Travis Crowell
shared this idea
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!