Feature requested
The ability to fine tune the permissions given to team members via an Affinity account, beyond the very simplistic options (administrator role or not) that are currently available.
Typical use case
Bookkeeper sets up various clients via Affinity account and wants to grant access to an external accountant to view the accounts of two or more clients. However, bookkeeper does not want the accountant to be able to see a list of all the clients on the Affinity account, or the billing details, or for the accountant to be able to meddle with the Agent Services Account settings. All the accountant needs to be able to do is to view/download reports in relation to the accounts.
How I would expect it to work
Currently if a team member is added to an Affinity account WITHOUT administrator status they can still see far more than what one would reasonably expect, as outlined above. What we need is a list of checkboxes when setting up the user in order to have greater control over the permissions they are granted, similar to the process of setting up an additional user via the client’s account. At the moment, the control over team member access to an Affinity account is far too limited. It has been suggested that different email addresses can be set up for each client, but this is not a practicable solution.