Testing API Environment

May 28, 2025

hi, Do you mean a ‘14-day Copilot trial’ that anyone can set up?
Could such a trial be longer, we have a few people in the team and it would be difficult to manage such a 14-day one.
We are testing the creation of new users and companies through your API from an external system and other integrat…

Can One Client Belong to Multiple Companies?

May 9, 2025

Hi, Is there a known implementation date?
We are also waiting for this function.

Roles for External Clients

May 9, 2025

hi, we would like there to be a role for external portal users that does not have permissions to add and remove new clients.

Roles for External Clients

May 8, 2025

Hi, Is there any information anywhere whether such a function can be implemented and if so when?

Types for Companies/Clients

May 2, 2025

hi, this could help, I’ll review custom visibility.
But then if my company plan changes I’d have to set new plans for all clients belonging to that compay?

Roles for External Clients

May 2, 2025

hi, I’m thinking about clients, could there be an additional role there that wouldn’t have the ability to manage users, invite new ones and remove existing ones?
Something like a read-only role.