Manage clients should be not visible for every user
The admin area for managing clients is visible for non admins. Non admins can also delete clients that are not related to them. It would be great if you could control this behavior as an admin.
Comments: 4
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05 Jan, '24
Lorrie Wilson MergedHighlighted comment
When a new client receives an invitation to complete a client interview, they receive an email with the link to the work item, but no notice as to how their personal contact information will be maintained in the system. They should know that all users will have access to it.
Additionally, there is currently no way for clients to delete their own contact information from HotDocs. Since Manage Clients is visible to all users, regardless of admin rights, it doesn't seem very "private" to display client information to users who were not engaged by that particular client. The clients should be noticed and have the option to delete (or not maintain) their information upon completion of the interview. -
18 Sep, '20
Naomi MergedCurrently Advance allows us to set what different users with a licence can see in terms of templates, work groups etc.
However, the 'Manage Client' button is visible to all licence holders regardless of other access, and therefore all clients that are set up in Advance are visible to all licence holders.
Could it be set up so that Clients are attached to a particular Work Group and thus not visible to users without access to that Work Group? -
31 Dec, '24
Nigel Richards System"Manage Clients users should be noticed how their information is kept & be able to delete own record." (suggested by <Hidden> on 2024-01-05), including upvotes (1) and comments (0), was merged into this suggestion.
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31 Dec, '24
Nigel Richards System"Segment 'Client' access to different licences" (suggested by <Hidden> on 2020-09-18), including upvotes (1) and comments (0), was merged into this suggestion.