Feature Requests

Account Team Role-Based Access & Permission Framework
Title: Account Team Permissions and Role-Based Access Control (RBAC) Business Problem Today, applications inherit broad access permissions, making them available to all users with platform access. As we expand internal applications and client-facing workflows, there is a need to restrict access based on account ownership, team membership, and job function. Managing permissions separately in every application creates operational overhead, inconsistent security controls, and increases the risk of unauthorized data access. Requested Enhancement Create a centralized Account Team Role and Permission framework that can be used across all applications and workflows. Requirements Account Team-Based Security Groups Associate users with specific client account teams. Support assignment by: CAM vCIO Service Manager Project Manager Executive Sponsor Technical Resources Custom roles Role-Based Access Control Allow administrators to define roles and permission sets centrally. Roles should be reusable across applications. Permissions should determine: View access Edit access Administrative access Reporting access Workflow approval rights Client Data Segmentation Users should only see data, reports, notes, action items, dashboards, and workflows for accounts they are assigned to. Support exceptions for executives, management, and delegated access. Application Integration Applications should inherit permissions from the centralized RBAC engine. Developers should not need to build custom permission systems within each application. New applications should be able to consume the framework as a shared service/module. Active Directory / Entra Integration Integrate with existing user and group management. Allow permissions to be assigned to: Individuals Security groups Department teams Account teams Audit & Governance Track: Who has access to each client account Permission changes Role assignments Delegated access activities Business Value Prevents unauthorized access to client information. Enables secure scaling of internal AI and operational applications. Reduces development effort by providing a shared permissions framework. Improves governance, compliance, and auditability. Creates a consistent user experience across all applications. Requested Outcome A centralized Account Team and Role-Based Access Control service that can ensure permissions are managed once and consistently enforced everywhere.
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Admin, Security, &…
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under review
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