The ability to create staff profiles (e.g. tax junior, tax manager, accounts manager) and permissions based of these roles
Agree. If would be advantageous to restrict which members of staff can set up new clients and which staff members can delete clients.
Yes would be great to have staff group (or profiles s you call it). You have staff group with the set range of permissions and assign individual to it (or them) in case some of them need more acess.
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Deleted User
Agree. If would be advantageous to restrict which members of staff can set up new clients and which staff members can delete clients.
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Yes would be great to have staff group (or profiles s you call it). You have staff group with the set range of permissions and assign individual to it (or them) in case some of them need more acess.
Attachments Open full size