We request the ability to assign companies to specific CSMs, ensuring they can only manage the accounts assigned to them. This feature will enhance data security, improve workflow efficiency, and prevent unauthorized access to unassigned companies. It will also help CSMs focus on their designated accounts without unnecessary distractions.
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Planned
Feature Request
About 1 year ago

Adam Dye
Get notified by email when there are changes.
Planned
Feature Request
About 1 year ago

Adam Dye
Get notified by email when there are changes.