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Property Tree: Configuration and User Management

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Customise User Access to a specific Trust Account

Ability to customise User Access to a specific Trust Account within the same PT database.
For example, there is more than 1 trust account configured (e.g. multiple Rental Trusts, or separate Rental and Sales), however, users should only have access to the data of one/some Trusts within PT, but not all.

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Pam Hatwieger shared this idea  ·   ·  Report…  ·  Admin →
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  • Michael De Gori commented  ·   ·  Report

    being able to achieve a trust account that is not in use anymore, no drop down box. similar to how you achieve a landlord or tenant.

  • Helen Rolfe commented  ·   ·  Report

    this will also ensure that people working on the one database do not cross over into the incorrect database