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AgExpert Accounting Ideas
Categories Accounting - Web
Created by Guest
Created on Mar 17, 2026

Ability to share read-only

I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a member assigns a clients file to an account that they add "read-only" to the type lists of standard and administrator.

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