Hi @Marty Thanks for your feedback! Ideally, if the practitioners could add their users to any/all applicable workgroups that they need to be in (including any that they may be required to cover for in the future), then it would give the individual user the option to select the workgroup(s) they want to view at any given time. This would mean the user can view workgroups they have permission for, but not workgroups they are not allocated to. It also means they wouldn't need to see all files for all workgroups at the same time (which is how we currently have it), instead they could see just the files within a single (or multiple) workgroup(s) at any give time. I imagine it would appear as a small box in the top right corner of the users dashboard, something like: Workgroups: [ View All ] [ ] [ Williamstown Workgroup ] [ * ] [ CBD Workgroup ] [ ] [ Geelong Workgroup ] [ * ] So in the above scenario, the user would be able to see all files for Williamstown and Geelong, but wouldn't see the files for the CBD office, making it easier to locate the file they are looking for. I'm just finding that there is a larger call for this as the use of PEXA expands within firms!
... View more
