I need the staff to see all invoices but not all clients. Just their own clients but everyones invoices.
complete
Travis Wilson
We need our staff to see all invoices regardless of consultant, but we do not want them to be able to see all clients or who they are assigned to or have access to switch who the client is assigned to. I don't know when this changed, but it has been problematic.
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Andrew Smith
complete
We've broken up staff resource permission between contacts, invoices, and opportunities. Now staff may access all invoices while only being able to see their own contacts!
Andrew Smith
in progress