Project

General

Profile

Actions
Copy link

Bug #3318

open

View Relationship - Exchange info [Shared By us] : If clients are assigned to new groups, the documents that are already shared with clients should be cleared in view relationships - share by us.

Added by Vengadeshwaran R 4 months ago. Updated 21 days ago.

Status:
New
Priority:
Normal
Assignee:
muskan mathur
Start date:
09/17/2024
Due date:
% Done:

0%

Estimated time:

Description

Client A belongs to Group A only.

1. Login to Lauditor using SU accounts.
2. Navigate to the "Documents" section.
3. Go to the "Upload" tab, then click on the "Firm" tab. Select the appropriate groups and upload the document.
4. Click on "View Relationships" and choose "Exchange Information."
5. Share the firm documents by clicking the "Share" button.
6. Select the same client, click "Modify Group Access," and assign "Group A" to "Group B."
7. Revisit the same client and verify the exchanged information (shared by us).
8 .The firm documents are still listed as shared, but they should have been removed.

Link - https://drive.google.com/file/d/1Tir7rWxV34xCnVJp9NeVgIJPmt_6UzIZ/view?usp=drive_link

Actions
Copy link
 #1

Updated by Vengadeshwaran R 21 days ago

  • Assignee changed from Soundarya Vembaiyan to muskan mathur
Actions
Copy link

Also available in: Atom PDF