Default new client access to admins only
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Kim Glassmeyer
I agree many times we will forget to make this selection then I get panic emails from my team saying "did i get a new client?" would love this update
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Alicia Porter
Alicia Hill Kate TsoukalasYou can change this when adding the new client. You can grant to everyone, choose who you want to have access or copy from a different client.
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Kate Tsoukalas
Alicia Porter yes, but the default is access to everyone, and the point of this suggestion is to change that default setting. I've had to change the access after the fact when someone else has added a new client without realizing the default would add their client to every person on our team. It doesn't make sense for a default setting to grant access to a client's financial information to every user in the company.
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Michelle Dunn
Alicia Porter I agree that the default should be configurable. It is easy to forget to change it when adding new clients.
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Kate Tsoukalas
Yes, this is something that I have consistently had to go into user settings and correct by removing access from each team member, one by one. I can't think of any instance where we would add a client that the entire team would need or should have access to in Double.