Hi, I am onboarding a client company that has many employees (‘clients’ in Copilot terminology). I want the company’s admin to be able to see the details about the various clients in the company, but nothing that would be sensitive ‘internal’ to my service company. I also want to have the company payment method on file, but only have the company admin see this.
If I add the company admin as an internal user but limit them to those specific clients on the highest tier Copilot plan is that the only way to achieve that functionality?
Hi @Dave! Thanks for reaching out! You can create a company admin as an internal user and use our Client Access feature. With Client Access permissions, you can specify exactly which clients your internal user has access too. If an internal user doesn’t have access to a particular client, they won’t see the client or their data across any of the apps you have enabled. Please note, to use Client Access you will need to be subscribed to our Advanced plan. You can find more information about our Client Access feature in our Copilot Guide here..
You mentioned, that you only want this company admin to have access to the company card. You will not be able to add a card for an internal user, this can only be done on the client/company level. Also when you add a payment method for a client in a company or for the company, everyone in that company will have access to that payment method. Would the other clients in the company need to see the Billing app or just the company Admin? Please let me know when you can. Thanks!
Hi Veronique, our use case actually won’t work with this it seems, since we don’t want other clients int he company to see the billing app. We want an admin (who is a manager at their company) to have access, but not the employees as you can imagine. Also, the company admin shouldn’t be able to access our internal documents or forms other than what relate to their company, as this company is my company’s client.
Hi @Dave ! A workaround for this would be to also make your company admin an Internal User a client in the company, bill them only, and use our custom visibility feature to only allow them to see the Billing app. This would prevent every other client in the company from seeing the Billing app and payment method. You can find more information about our Custom visibility feature here.
Also, with the Client Access feature, the company admin will only see information that pertains to the clients they are assigned to. However, they will be able to see a list of all the other internal users in your workspace, which may not be ideal.
If you just only want them to have access to billing you can just create them as a client in the company and set the custom visibility to allow only that client to see the Billing App. There would be no need to have them as an internal user. Please let me know if you have any other questions. I am here to help!
Thx. Would be helpful to have a “not” option when selecting custom visibility for clients to see billing apps. Since most of my clients aren’t part of a company client, I have to manually select all of them by name, and then select only the admin for the company client.
Aside from using the Client Is {client.name} and manually selecting clients for custom visibility, you could also use tag custom fields to designate the clients that need access to billing, and then set the visibility rule based on that tag. Just wanted to offer another workaround in case this helps!
