In a nutshell my firm has ~10 employees. We need a locally stored vault of 30 client’s info (maybe 10-50 logins each).
The key functionality I’m trying to understand is how Teams, Enterprise, (Families?) manage user roles & permissions:
- Two managers have access to all clients.
- Eight employees have access to 2-5 firms each.
- Employees can update passwords and add new logins, but have no other admin permissions.
- Employees will be removed and added and have no further access