More User Access Levels (Super Admin Only Practice Books)
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Tyler Otto
I'd love to be able to give some of my managers the access to add clients, add tasks, add employees, have access to all clients (including each new one), but not have the ability to see my company's financials. Is there a way to give them almost Admin access without letting them see our account?
Maybe another way of wording this request is "Can we hide one set of books from other admins"?
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Deborah Shewell
I want to keep my "Rate Per Month" billing details from specific 'Admin' users. I want to be able to customize what access users have. Being able to drill down on features would be very helpful.
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Enzo Garza
I'd really love to share everything with my admin
except
the firms books.K
Kim Westervelt
Ben Stein Please, please, please make this a priority. We can't have multiple people with full access but our managers do need to be able to make some changes. Right now it all falls on one person which is too much!
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Betsy Kraft
I would like the capability of a user only being able to see what tasks are assigned to them.
Example: Fawn does the bookkeeping & Jes does the payroll. Currently they both can see everything, but I only want Jes to be able to see the payroll tasks assigned to her and Fawn only be able to see the tasks I assigned to her. Not having them be able to see everything since they are 2 separate departments.
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Tiffany Bogle
To add to this, I really need some users to be able to email clients, others not. Some should be able to access templates, most not. Some to add/edit/update tasks, others not.
Then there are firm tasks that I want to track that I alone want to be able to see. But then there are other tasks that I want certain team members to see depending on the task.
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Kim Westervelt
I like that standard users cannot change the templates or delete tasks but it would be really helpful if they could update the task due dates themselves or delete reports attached to individual tasks.
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Kate Leiter
Kim Westervelt -THIS!
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Roslind Burks
Merged in a post:
Manager Access Levels
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Tyler Otto
I really could use a new "Manager" level access role. Essentially, i want to be able to assign this per to all or most of my accounts EXCEPT my own companie's books. I'd also like to give them the ability to re-assign tasks (to people on their team), but not allow them to delete tasks.
This would allow me to get away from having to be the main admin on everything in keeper.
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Rachelle Swanson
I would also like a team member to be able to create templates without having access to all of my accounts. I like Tyler's idea of not being able to delete tasks (or templates.)