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K1x Ideas
Status Community Review
Categories All Products
Created by Guest
Created on Jan 25, 2024

Easier way to give read only access

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Provide an easier way (than current method of each part of a return) to grant read only access.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Part of the biggest selling points of using this tool is the ability to customize access to engagements and parts of a return. Right now, to grant read only access you have to check boxes for each part of the return. Much like there is an option to grant full access, there should be an option to grant full read only access.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

EY users that have to grant access to clients.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

There is an option to grant "full access" to all engagements. Could we have an option to grant full read only access to all engagements?


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