Access control for trust and commission
Currently, a user can be given access to view/edit trust and commission for either one office (their own), or all offices in their office Group.
If we have a trust accountant that works across two or three offices, we have no way to prevent them having access to trust/commission data for any other offices within the Group, unless we give them a separate login for each office that they do need to access.
We would like to give that user access to only the offices they need, with one single login.
Hi Supporters
We are happy to let you know that your Suggestion has been released.
Please refer to the Knowledge Base for more information regarding this feature: https://boxdice.zendesk.com/hc/en-us/articles/10999474120975-Authorised-Offices