Context:
We currently have a PG Setting that enables the sharing of communication data (faxes, messages, etc.) throughout the practice. There is a use case where customers who make use of our API would like to retrieve all communication data for the practice, but limit that access strictly to the API, not the web.
Request:
A new setting has been created in the CRM > PG Settings under the Share Communications checkbox that allows us to select a user within the practice and give them the ability to access all communication data, but strictly through the API.
Specifics:
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User will only have access to the PG’s communication data via the API.
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Setting will have a search field that will search for users within the practice and append the selected user to a list that displays who has access to the data.
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Description of setting: “List of users allowed to access communication data throughout the PG, but strictly via the API.“
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On hover: “Please reach out to API Support for additional information on this setting.“