More ACLs on the Client Contact tab

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Mat Wong

• August 02, 2021 04:00

Currently users are accidentally changing key employee fields when they are updating the clients contacts. For example, if a client has a new manager, the system currently allows the user to change the linked manager via the client contacts tab. If the user EDITS from this screen, this changes the information on the actual employees account. The ACL's should be expanded to allow the person updating the new manger to only ADD or DISABLE linked client contacts. As the ACL's are today this allows users to accidentally change employee (EDIT) details via the client contacts field. There have been numerous issues with employee logins, reports, task forms etc. Currently the users do not have access to update the employee details via the employee screen but have this backdoor access to update employee details via the client contacts screens.

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  Alexandra Dunne

  • November 18, 2021 18:40

  Hi Mat Wong,

  I wanted to circle back on this post to let you know that when I was speaking to the team recently, they mentioned that an overhaul of ACLs is something that's on their radar. Although it's not yet on the roadmap, it's something they hope to get to in the not-too-distant future.

  Alex 

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  Alexandra Dunne

  • August 06, 2021 13:59

  Hi Mat,

  I can definitely see how this would be super frustrating for your team. I'll pass this along to our Product Team for consideration.

  Alex

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