Library permissions
Users within a database need to be able to set permissions to limit viewers for the RedTail Imaging documents as well.
16
votes
David Hudson
shared this idea
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Tom Zachystal commented
Yes, absolutely, otherwise it is useless. Currently permissions can be set in CRM so advisors can only see their own clients but if client files are in Imaging then any advisor, no matter their CRM permissions, can view Imaging files for any client. This can't possibly be compliant!