Allow Only MCA and AMCA Roles to Edit Transactions
Everyone should not have the option to edit transactions. Only the MCA/AMCA should have access to edit Transactions.
89
votes
Delores Thompson
shared this idea
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
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Joel Westlund
commented
Or add Toggels to who can/cannot have access. Broker/Comlpiance should have access as well.
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Heather Hinton
commented
Yes! It could potentially turn into the Wild Wild West with other members of Leadership thinking its simple to do not knowing what other areas it can affect.
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Angela Helms
commented
This is critical to be sure there are not errors at month end. Thank you!