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James Powell

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  1. Imaging Permissions

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    7 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    James Powell commented  · 

    We need to be able to restrict User Libraries. We use the Client Library for almost all of our clients so that all advisors can access the information there, but we also need to be able to add confidential files that only the assigned manager can access. From the training video, I thought that is what the User Library was used for. I was surprised to find that while I was training a colleague to use Redtail that she could access the confidential information in my User Library. Please add permissions to the User Libraries.

    James Powell supported this idea  · 

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