Assigned Companies to dedicated CSM

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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Upvoters
Status

Planned

Board

Feature Request

Date

About 1 year ago

Author

Adam Dye

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