login for sales reps

Kris M. shared this question 20 months ago
Answered

Can I setup a login for other sales people and limit the information that they have access to

like total sales? dash board?

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Hello Jess,

You can set up worker permissions and allow the worker access, however, if they have permission to see leads, they will be able to see the entire lead page, contracts, invoices, etc.

Hope this helps!

Thank you.

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