Allow Access Groups to include or exclude client companies based on their ConnectWise Manage Company Status, so that inactive companies aren't pulled in with the full client list.

Current Behavior:

When building Access Groups, we are pulling the full client list from ConnectWise Manage. There is no option to filter that list by whether a company is active or inactive, so former and inactive companies appear alongside current clients.

Problem:

Admins have to manually find and exclude inactive companies in each Access Group.

Inactive companies can be left in an Access Group by mistake, so members keep visibility of clients we no longer service. Large client lists are harder to manage than they need to be.

Requested Behavior:

Add a Company Status filter to the Access Group client selection (for example Active only, Inactive only, or All). Base the filter on the ConnectWise Company Status value, which Thread already reads through the Company / Company Status Table Setup permission on the API member. It would be good to confirm whether the Company Inactive flag also needs to be read.Default the filter to Active only.

Keep the filter current as ConnectWise changes, so a company that becomes inactive drops out of (or is flagged in) the Access Group on the next company sync.

Technical Notes:

ConnectWise Manage lets each Company Status be set up as Active or Inactive, which is how an MSP typically distinguishes current from former clients. Please verify against our ConnectWise configuration before implementation. Thread's documented API member permissions already include read access to Company / Company Status, so no new permission category appears to be needed. Engineering should confirm.This is requested for the ConnectWise Manage PSA integration.

Requested Criteria:

An admin can filter the Access Group client list by ConnectWise Company Status.

With "Active only" applied, inactive companies are not listed or added.

Existing Access Groups keep working, and any inactive companies already assigned are clearly identifiable. Status changes made in ConnectWise are reflected after the next sync.