JohnTheLA
12 years agoCover User
I come up against this all of the time. I understand that if the business owner is paying for the software, they may not want the advisor to invite whoevery they like. But maybe an option can be provided where they can decide if the advisor can invite others. Maybe it could be the advisor does the invitation but the owner has to confirm.
I have had one practice completly throw LiveAccounts out over this. They were used to other software where they are paying for it and as such have the ability to invite users themselves.
Quite often for LiveAccounts the advisor is very active in setting up the software for the user.
I understand the reasoning but it would be awesome if a solution can be delivered for this.
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