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Easier assignment of action plans to external users

Feature Request

Allow a lookup of users in your managed accounts instead of needing to manually add their email then have to go manually send them a link to accept.

Posted by Blake Lytle ·
Status: Completed1 comment

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Comments1

  • Steve Bussey

    Team•

    Jul 15, 2025

    Good news on this one, we do support searching your managed accounts directly. We’ll tackle this over Slack—if a partner sees this, then just reach out and we’ll show you how!