Multi-user access
planned
Product Team
Merged in a post:
Admin Access
H
Hannah Shipe
admin access so they can't change the bank info but they can add and edit invoices
Product Team
Merged in a post:
Sales Rep Viewing
Nicole Sirpilla
It would be nice if I could have my sales team also receive notifications when one of their clients book. It would also be nice for them to have their own log-in within our business account.
Product Team
Merged in a post:
accountant access
D
Dania | Tropical Moon Events
Product Team
Merged in a post:
Event Management
Y
Yaron Kingsley
Contracts, Email Automation (from Lead Capture to securing client), Notes, Invoicing (as you have) - all with team access.
Product Team
Merged in a post:
Admin Access
L
Lisa Ashley
My bookkeeper contacted support but the messages are coming to me because it's my account. Would be great for my bookkeeper to be able to connect directly.
Product Team
planned
Product Team
Merged in a post:
Additional Logins for Staff
V
Veronica Brewer
I would like my assistant to be able to log in under her own sub account without having to use my information