Firm Feature Requests

We are seeing an increase in firms/advisors trying to send documents directly out of PD instead of toggling back to the portal to send the doc from the appropriate task. If there was a way to eliminate the option to send directly from the PD, it could increase self-serve efficiency.

Problem: Currently, two-factor authentication (2FA) appears to be optional for advisors and firm staff. Since the portal contains highly sensitive client data (tax returns, SSNs, financial documents, invoices, etc.), optional 2FA creates a security risk if users choose not to enable it. Request / Desired Outcome: Require mandatory 2FA enrollment for all advisor accounts and firm staff accounts (and ideally any user with access to sensitive client information). Why This Matters: Making 2FA optional increases the likelihood of: Unauthorized access if login credentials are compromised Increased risk of sensitive data exposure Security concerns from partner firms and enterprise-level clients Impact Improves overall platform security and client trust Aligns with common best practices for handling sensitive financial/tax data Reduces risk for both advisors and Harness Source / Feedback This request is based on partner feedback from BAAP, recommending that 2FA be mandatory for all advisors and staff for security purposes.

Ray from Cerner wants to be able to assign engagements to staff/users rather than staff having blanket access to all his clients.