Setup: Ability for advisors to invite users
Hello, as a bookkeeping business we are often requested by our clients accountants to give them access to the files. At the moment only the Administrator can give access...given that we are advisors it would be more than handy to be able to do this as by the time I talk or email my client on how to do this (all unbillable unfortunately) I could have done it myself in a split second. Please, please, please Thank you :)4.5KViews9likes4CommentsUser Access: Restrict ability to take file offline
It would be good to have the option of restricting users from taking a file offline (checking out). As an administrator who works offsite, the users on site only have access to limited functions but they are still able to take the file offline which the shouldn't be able to. "Restrict users ability to take file offline"2.2KViews2likes1Comment