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Describe the bug
I had a new member of the team join us recently and we quickly realised they couldn't see old clients/projects. I then had a look around and couldn't find any access-control type options in either the front end or the back end.
To Reproduce
Steps to reproduce the behavior:
Create a client, project report etc, complete the job
Add a new user (user level)
Look for the existing client
Don't find the existing client
Don't find any option to share this with the new user
Expected Behavior
The fact that they are not shared by default is probably a good thing, however, there should probably be a sharing mechanism of some description.
The text was updated successfully, but these errors were encountered:
Hi @felix-caboff, this is intended with the role-based access controls. A new account like that will not see any clients or projects until they are invited to view one or assigned to one of the projects. An admin can invite someone to view a project or client in the admin console.
Describe the bug
I had a new member of the team join us recently and we quickly realised they couldn't see old clients/projects. I then had a look around and couldn't find any access-control type options in either the front end or the back end.
To Reproduce
Steps to reproduce the behavior:
Expected Behavior
The fact that they are not shared by default is probably a good thing, however, there should probably be a sharing mechanism of some description.
The text was updated successfully, but these errors were encountered: