Hi, Is it possible to create a checklist and set it up to private?
We are looking into a way of giving feedback from managers after the accounts are completed within Silverfin but ideally we would like the feedback to be private. Any ideas are welcome. Thanks
by making it private, who would you expect to have access to it (and who definitely not)?
Is it only the end client you don’t want to see this, or should it also be hidden from certain staff users?
Kind regards,
Romy
Hi,
It will be specific group users (staff)
Thanks
Hi Olga,
unfortunately there’s currently no way to make a distinction between what one user (group) and another can see.
With liquid code in a template you can access user emails and use that to hide/show things for very specific users, but that’s the extent of it.