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1. permissions and roles

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

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   Alex Graupera commented  ·  Dec 1, 2022  ·  Delete…

   I wanted to expand on this more for user roles. If we have an administrative assistant i would prefer them to not have access to account numbers or social security information. Our operations director should have access to all fields but maybe our advisors would want less clutter. Instead of only having admin and non admin roles that only allow minor changes expand on the roles and allow the admin to adjust what features each roll is allowed to access and what fields they are allowed to view. This i imagine would assist with cybersecurity and compliance concerns.

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   Alex Graupera supported this idea  ·  Dec 1, 2022