Futrli Ideas Portal

Read Only Access Level

Can you restrict the Guest role to read only access?

Clients can then be invited in without the ability to make edits.

  • Guest
  • Jan 24 2023
  • One for the future
  • Attach files
  • Guest commented
    June 02, 2023 01:21

    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.


  • Admin
    Susanne Clark commented
    January 26, 2023 14:18

    Permissions is something we will be looking at shortly