Restricting Client Access
🦍Gorelo Question
Is there any way to limit what clients a tech can see? Is it correct to create a group, and assign this group to the customer and the tech?
Recent Announcements
@everyone 📰 **Release Notes 2026-02-20** 🦄 **General** - User signatures now allow for a better customization experience ✨ **Assets **- You can now download Agent Logs via the 3-dot menu ✨ **Contracts **- Time Entries covered by Limited and Block hours are now deducted immediately ✨ **General **- Initial avatar colors are now automatically assigned for both new signups and existing users ✨ **General **- Billing confirmation popup has been introduced when creating a new Gorelo user to provide better cost visibility ✨ **Reports **- The Ticket Summary now displays your top 10 tags when clicking on the Tags section ✨ **Tickets **- The 'View original' email popup now displays the From, To, and CC fields ✨ **Tickets **- Improved the textual formatting of names/dates in comment notification emails 🐛 **Scripts **- Fixed an issue where custom field variables were treating case-sensitive text as separate entities 🐛 **Tickets **- Fixed an issue where signatures were not being trimmed 👇👇
Mikel · 6d ago
@everyone 📰 **Release Notes 2026-02-13** ✨ **Assets **- App management is now supported on Server 2019, 2022 and 2025 ✨ **Assets **- WinGet commands are now supported via CLI in the user and system context (Note: A restart is required for System Context WinGet CLI commands to take effect) ✨ **Assets **- Visual improvements and standardization applied to the "three-dot" action menus on Asset Lists and Detail views ✨ **Policies **- Improved the UI for radio buttons within the 'Add Script' popup ✨ **Tickets **- Priority can now be used for sorting ✨ **Tickets **- 'Esc' key can now be used to close the PDF preview window ✨ **Tickets **- Individual custom statuses have been introduced to dashboard widgets and webhooks (previously supported only categories) ✨ **Xero **- Gorelo PDF invoices are now synced to Xero as attachments (Note: This requires re-integrating Xero) 🐛 **Automation **- Fixed an issue where the "Assign to Me" action was not working correctly for Scheduled Tickets 🐛 **Clients **- Fixed an issue preventing client creation if a Pax8 client already exists 🐛 **Contracts **- Fixed an issue where contract fields retained incorrect values after changing the Work Type 🐛 **Tickets **- Fixed an issue where inserting an emoji would accidentally delete the preceding space
Mikel · 2w ago
@everyone 📰 **Release Notes 2026-02-06** 🦄 Custom **colored avatars** are now available! Head over to your profile settings to choose your favorite color 🙂 ✨ **Clients **- A TaxID field has been introduced and now flows through to the invoice list in preparation for upcoming features ✨ **Invoices **- Custom logos can now be configured individually on each Invoice Template ✨ **Tickets **- The hover delay has been removed from reactions for a snappier experience 🐛 **QuickBooks **- Fixed an issue where rounding was calculated incorrectly under specific circumstances 🐛 **QuickBooks **- Fixed an issue where invoices were occasionally duplicated during sync 🐛 **Tickets **- Fixed an issue where billing changes were not correctly applied to previous time entries 👇👇 Colored avatars
Mikel · 3w ago