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- Request to change how access to new clients is granted to users without full access
Request to change how access to new clients is granted to users without full access
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AbbyLovold
Level 1
11-28-2023
06:32 PM
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Hi,
My boss uses Proconnect and is the Admin account user for our firm. I do not have a full access account user, so every time my boss creates a new client on Proconnect, he has to complete an additional step of granting me access to that new client. We would like to request if it is possible to change this? Could you create a setting we could use so that every time my boss creates a new client, Proconnect automatically grants me access to that new client at the same time?
Thank you!
Abby
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sjrcpa
Level 15
11-28-2023
07:01 PM
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Is this going to help?
Ex-AllStar
AbbyLovold
Level 1
11-29-2023
10:42 AM
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Hi, thank you! Yes, that might help, if Proconnect is making an update where this setting is allowed? The article was helpful though because it led to another article that gave steps on how to manage user access. Thank you!
