We have a few clients that have more than one person that would like access to invoices etc. It would be idea to be able to tie multiple client accounts to one business to see the same invoices, notes, etc.
This is now becoming a daily ask by our clients, "Hey, can I get a login for Tina/Timmy/Tommy too?" and we have to say, "Sorry your team needs to share 1 login".
Can we get ths moved back into Next like it was? haha It moved down to Later ...wrong direction! 😀
Great work on this platform, AH team.
Just wanna flag this as high as possible for us/the team at Suited!
This is very common with our clients.
The owner/manager is often who signs and comes on with us. Although they delegate the day-to-day to their team, that typically consists of 2-3 (if not more) team members on their end internally, AND the owner still likes to retain Admin and/or be able to view, and not share one user/pass in the process.
Will be very helpful to have this bumped up soon!
While AH was a nice upgrade, this particular item was available to our clients prior, so this was a step backward from our previous portal.
This is now becoming a daily ask by our clients, "Hey, can I get a login for Tina/Timmy/Tommy too?" and we have to say, "Sorry your team needs to share 1 login".
Can we get ths moved back into Next like it was? haha
It moved down to Later ...wrong direction! 😀
Great work on this platform, AH team.
Just wanna flag this as high as possible for us/the team at Suited!
0 5 days ago Reply
This is very common with our clients.
The owner/manager is often who signs and comes on with us. Although they delegate the day-to-day to their team, that typically consists of 2-3 (if not more) team members on their end internally, AND the owner still likes to retain Admin and/or be able to view, and not share one user/pass in the process.
Will be very helpful to have this bumped up soon!
While AH was a nice upgrade, this particular item was available to our clients prior, so this was a step backward from our previous portal.
0 1 week ago Reply
4 months ago
5 months ago