Client or user-specific access - with company lists attached to that user/client - is something that has been requested to BGL and is on the wishlist.
It would be quite handy for firms that handle company listings for several different agents, or for those who want to provide access to CAS to their larger or more active clients who like to see their own data.
Hopefully we’ll see some movement on this later in the year
Currently in CAS360 we do not have the ability to filter user access by Label.
We do hope to make some significant improvements to user access later in 2020. This will include Label access, and greater flexibility with user roles.
Would there be a possibility of assigning specific companies to users along a similar line to “representatives” or “relationships” in the contacts area, rather than relying on Labels?
While the form and function of labels is understood to have the potential to be powerful, without it being a central and mandated function within CAS one can only imagine that users will make sporadic and vastly different use of it?
Unless, when you roll those changes out, specific training video / materials are provided to help guide users to an efficient use of the Labels infrastructure?
Yeah, the whole “relationships” thing was a quick thought I had to centralise the ability to attach company lists to singular (external client?) users - perhaps even working in tandem with the Labels system.
I’ve got some notes and have some ideas on how this could be integrated from a user perspective, and would be happy to catch up with you and brainstorm if you like.