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EstateGuru-Beta
1 VOTE
Status Shipped
Created by Guest
Created on May 6, 2024

Advisor Access through People Tab

When a new plan is set up the Advisor access is set to Not Set.  This allows the advisor to set the access, which seems to a bug. The advisor should not be able to set their access during their first three years. It should be viewable for 3 years to the advisor, but not editable. It should only be editable to the end user for them to adjust after the 3 year window. then the end user can add their privilege in. 
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  • Admin
    Joanie Westwood
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    Jan 8, 2025

    This is fixed in redesign 2.0