Apr '24 • AdvisorTech
Issues with permissions with email archiving w/in Redtail
Has anyone had issues with Redtail archiving of emails being visible to all the users of Redtail, when we thought the permissions were set up to only allow selected users of RT to be able to see certain email addresses?
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Issues with permissions with email archiving w/in Redtail
skool.com/ria-os
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