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Export Accounts from Accounts page

Currently the only way to export the accounts (with account lead, customer, category details) is from the Import/Export Accounts page.

I would like some users (finance dept, team leads) to be able to export the accounts but without giving them the ability to import. Import from CSV is very powerful for adding/editing accounts and it is right that this is carefully restricted.

Can the Export Accounts button be added to the Accounts page?

  • Guest
  • Aug 25 2020
  • Future consideration
Tempo Products Tempo Timesheets
Tempo Platform Cloud
  • Attach files
  • Michelle Barker commented
    February 28, 2023 19:03

    Security wise - this really helps us adhere to aws' least privilege access guidelines - right now, it's a game of hot potato of when the human error happens and it severly impacts the business because we've had to provide admin access to people who only needed to export the account list