Configuring privileges for sales people

Glen or others

I have two sales people starting with me, I am looking to give them access to do estimates and quotes and see when customers log in can i restrict them just to do this as don’t want them looking at bank account p&l and other sensitive items. CAN THIS BE DONE !!!

Yes, check the options in the team management pages under account settings.

Have a look here:

Configuring user privileges for your team

Thanks glen all sorted,

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