What's new

Team members who lack edit capabilities now see a properly read-only interface throughout the app. This isn't just disabled buttons - it's a thoughtfully designed view-only experience.

Visual design

• Full visual fidelity: View-only content appears at full opacity, not faded. You're viewing real, active data - it should look crisp.
• View Only badge: A subtle cyan badge appears in module headers indicating your access level
• Distinct from archived: Archived content appears faded (it's historical). View-only content appears normal (it's active, you just can't edit it).

What's disabled

When you lack the relevant capability:

• Can't create: "New" buttons hidden or disabled
• Can't edit: Form fields become read-only, edit buttons hidden
• Can't delete: Delete actions hidden from menus
• Can't archive: Archive actions hidden from menus

Where it applies

View-only mode is implemented across:

• Tasks (workboard and detail views)
• Meeting Notes
• Portfolio Shift
• Snapshots
• Wealth Path
• CRM entity editing

View-only users can still navigate freely, view all content they have access to, and use read-only features like copying values or exporting.

Where to find it

This is automatic based on your capabilities. If you're a team member with restricted permissions, you'll see the View Only badge and disabled controls when you lack a specific capability.