Practice mgmt
Is the internal client portal structured per client, and can the internal team see all clients in one place?
From the July 8 call · Member Builds: Ben Coons
Ben explained that on the client-facing side, clients only see their own properties (or, in cases where one owner has multiple properties, all of those). However, on the internal team side, there is no per-client access gating - the team can view any client's bank feeds and related data. Ben said adding gating isn't high on his priority list because he'd rather have the team be able to move freely between clients.
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