any tips on speeding up setting the permissions for new clients?
I've created templates that create the folder structure for clients. I add next year to the template and it propagates to all existing client.
But since I want the owners, bookkeepers, controllers access to have different permissions to different folder categories, it's a tedious process to do that manually.
Typically I create the folder from the Citrix web app, apply the template. Then use file explorer and the Citrix file explorer app to apply different permissions. Tedious.
Maybe a keyboard macro program? Must be a programming language?