The contents of Manage Sales Agent (User)


For user with Master role only.

Use the Administration section to manage your Maker and Approver level users.


Default User access:


Master

Approver

Maker

Pipeline

View only

Create/Update

Create/Update with limited access

Order

View only

Create/Update

Manage

Investor

View only

Create/Update

Create/Update

User

Create/Update

No access

No access




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