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kevinamfs
Level 2

Access: Estimates & Progress Invoicing Summary by Customer Report

Why is the report "Estimates & Progress Invoicing Summary by Customer Report" not accessible to the highest level Sales role (Sales Manager)? I can see the report as the Primary Company Admin; however my Sales Manager is not able to access it. This is critical functionality that I would think a Sales Manager role should have, I can NOT give out Admin Access to them to be able to access this report... Please Advise!

 

 

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