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Client Granular Permissions

brielle_ptaxesbrielle_ptaxes Chief HelperPosts: 94 ✭✭✭✭
we are trying to get our clients to live in canopy as much as we do. we invite them to the app and encourage them to use the portal as a way to store their documentation (audit proofing). however we also have situations where they will use the office manager to help up load things or remind them when they have an outstanding request. However they don't want this assistant to see their personal tax return or the payroll summary for example. can we get granular client permissions so that we can make the files "visible to all" or "visible to owner" or something like that?
>it can even be something they have to set up when they get their initial invitation; they have to set up the portal for those they want to be able to login?
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