Manage Sales Agent (User)
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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