We are adding a second pe=ractice to our business along with a partner in that business. Is there a way to set this up (Best Practice) so that when reports are run we can see only 1 business at a time??
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Do the two businesses have the same domain? My understanding was - new domain, new subscription - but we will be facing this issue as well soon. One shared service team, but a small group of firms that the output goes through.
They will have different domains. I was mainly thinking of workflow processing. But that is a very good point! I will need to speak with IT to see if there is a way around it. It’s not even the cost it’s more the practicality of needed to jump between licenses.
Yes, agreed as that will be our use case as well.
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