Showing 1 ideas for tag "accounts"


Add Company/Firm Administrator Role and Functions

As firms and companies are creating individual logins for each user, it would be great to see some functionality around managing those logins at an organizational level. Things like the following:

1. Allow users to associate their personal account with an entity account (allowing an administrator to manage relationships on their behalf).

2. Build account relationships in bulk between users and fee payment methods (one-to-many,... more »


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