Editing client rights to view not edit

Hi @ESS_Consultants Great to hear from you! Thank you for sharing this feedback - it makes a lot of sense, and I can see how the lack of more granular controls could create challenges, especially with clients accessing on mobile. While the platform doesn’t currently support the level of permission …

Multiple Company Feature ETA

Hi Copilot Team, Any ETA on when the Feature to Tie Clients to Multiple Companies is set to ship?