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Excerpt

By enabling this option, the system will give salespeople access to company's sales information (or location's sales information, in multilocation companies). 


Context

By default (with this option disabled) salespeople can only access their own data from the sales dashboard:


Instructions


Ui steps
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Ui step

Go to Setup > Users > Company Users.


Ui step

 Use filters to "Search" for the user.


Ui step

 Go under the Actions column and click on "Edit".


Ui step

 Select the "Options" tab.


Ui step

 Enable the option named Allow to decide how to proceed upon confirmation.


Ui step

 Click on Save.





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titleRelated Articles

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