Client workspace
Users
Planned client-workspace user and access management.
What this menu does
Manage people who can access client-specific workspace functions and their scope.
Where to find it
Client workspace navigation: Settings → Users. The current route shows a planned placeholder.
This capability is planned. Operating instructions will be published only after the feature is implemented and verified.
Relationship to available functions
Current firm employee access is managed from Employees & Permissions and client owner assignment; client portal access is managed from Client Companies & Portal Accounts.
- This menu is not operable in the current product.
- No operating date or release commitment is stated in this manual.