Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Copy staff permissions for new staff members

The ability to copy a current staff member’s permissions  when setting up a new user will save time in having to set the permissions up from scratch for each new user.

  • Ross Phipps
  • Jun 20 2018
  • Planned
  • Attach files
  • Ceri Leather commented
    26 Jun 14:06

    This would be a useful tool and would make it easier to keep track of current clients. We currently use the Client Status option in PM an update it to EC for Ex-Client when they leave, but to be able to have start and end dates would be good for reporting and the end date would tie in with Disengagement letters etc.

  • mark entwistle commented
    15 Aug 15:32

    Seems a sensible improvement

    Mark Entwistle
    Practice Manager

    t. +44 (0)1942 241103
    f. +44 (0)1942 825689
    e. mie@fairhurstaccountants.com
    w. www.fairhurstaccountants.com

    Douglas Bank House, Wigan Lane, Wigan, WN1 2TB

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