More robust collaborator access | Voters

More robust collaborator access

Jacqueline de Guzman

The collaborator access is super restrictive. If it's truly for VA access, I need them to have access to the same view as mine (the way my dashboard is set up), access to modify and organize library items (all activities, workflows, tasks, etc.) and contacts.

March 10, 2026

Julie Defee

I can't upvote this enough. Yes!!! I feel like this is huge and with so few up votes I'm wondering if there's multiple requests for this out there, this seems like a no brainer!

Tara McCoy

Centralized data sharing defines a CRM and this is where Tern needs improvement. We need ability to effectively share data including trips, libraries and contacts easier.

Shelly Bishop

I agree. I'm struggling to set things up easily for my assistant. I am currently having to manually add her as a collaborator for each trip one by one. When I talk to Fin, he refers me to change something as if I'm the agency. I am an agent within an agency, and want another agent to be able to jump in and assist with things.

Carl Henderson

AGREE!! This is huge - we struggle with how my assistant works with me and it is much extra work for me that she should be doing.