Redtail Imaging does not currently have user permissions like the CRM does, which means that anyone with access to the CRM can access the entire imaging archive. Although there are different "libraries" there is nothing to stop any user from accessing all libraries, or using the search function which queries across libraries. This is an issue for growing offices of multiple advisors with separate books or keeping any amount of sensitive firm records on the imaging system.
Redtail Imaging does not currently have user permissions like the CRM does, which means that anyone with access to the CRM can access the entire imaging archive. Although there are different "libraries" there is nothing to stop any user from accessing all libraries, or using the search function which queries across libraries. This is an issue for growing offices of multiple advisors with separate books or keeping any amount of sensitive firm records on the imaging system.