Sub Client Form Visibility

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When a sub client user logs in, the interface (forms summary, forms list in permissions, etc.) will only display the forms belonging to their respective sub client.

However, when logged in as an account owner or user of a parent client, the interface will display all forms of the parent client. If parent client user accidentally applies permissions for a form not belonging to the user’s sub client, any form or transaction information will still be hidden from the sub user, so it will be as though they had no permission assigned for that form.