Released June 24
⚐ HIGHLY REQUESTED FEATURE
Reduce the time required to onboard new users and improve overall workflow with this new Sharing Rules enhancement! Administrators can now efficiently manage Sharing Rules directly within the Admin Tool, reducing the time required to onboard new users and improving workflow efficiency.
Key Benefits
- Faster Onboarding – Reduces the time required to grant access from 45 minutes to just a few minutes.
- Improved Workflow Efficiency – Eliminates the need for advisors to manually share clients with new users.
- Better Firm-wide Collaboration – Ensures seamless access for support users across multiple advisors.
What’s New?
- Centralized Sharing Management – Administrators can now grant client access to new users directly within the Admin Tool, eliminating the need for individual advisor approvals.
- Share All Functionality – The new interface enables admins to assign access in bulk, allowing a new user to inherit client access from multiple advisors at once.
- Delegate Management – Administrators can now grant delegate access in bulk, simplifying permissions management for support users.
Enhance your firm’s efficiency today with the new Sharing Rules update in the Admin Tool!
