This is something that I need as a necessity as an advisor. We have had a request from the accountant to provide access in read only. I cant provide as I dont want them to edit any data. We dont want our data compromised by the client or the accountant. But these people need to look at the figures etc. Exported reports are not ideal with ongoing checks for updated predictions and continual changes with daily tracker. When can this be expected please.
Guest
This is something that I need as a necessity as an advisor. We have had a request from the accountant to provide access in read only. I cant provide as I dont want them to edit any data. We dont want our data compromised by the client or the accountant. But these people need to look at the figures etc. Exported reports are not ideal with ongoing checks for updated predictions and continual changes with daily tracker. When can this be expected please.
Permissions is something we will be looking at shortly