Some of my clients that are business owners who use Digits are asking if they can add a team member to the client portal but with restricted access to certain expense categories. For example the Marketing Director could search and view spend only within that category.
This would increase adoption as more people within each client could use Digits, but not all users need to have full access to financial reporting.
Hey@JDB Not at the moment, but it is something we’re actively discussing. Good to know your clients would love to have this level of granular access.