All updates
Improvement
One email address = one access per company
The same email address can no longer be both a team access and a client portal in your company. The software tells you as soon as you type it and suggests what to do.
Until now, inviting the same address as an agent and then as a client mixed the two accesses: the second invitation replaced the role of the first. The software now checks this everywhere: inviting one or several people, import, role change, creation or change of the address of a client portal.
- If the address is already taken, a window says who holds it and offers “Use another address”, “Replace their access” or “Keep the current access”.
- “Replace their access” asks for a confirmation that says what is lost. It is refused for the last administrator, for your own access and if this person still has upcoming jobs (they are listed).
- In “Invite several people” and in the import, conflicting addresses are listed with their reason and are not sent; the others go out.
- For accounts that already exist, nothing is changed automatically: a “Two accesses for the same address” marker appears in Settings › Access, with “Keep the team access” or “Keep the client access”.