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Status Planned
Workspace Case Management
Categories Roles & Permissions
Created by Madison Hicks
Created on Sep 12, 2024

Roles & Permissions for Checklist users

When using manual entry of who completed a checklist task, it shows all users in an org. Often this includes accounting users, integration partners, & FDLIC staff that is not working on checklists. Funeral Homes want a way to remove these users from their checklist dropdown. This should function similarly to the care center users dropdown or FD dropdown permissions

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