How can I give a Manager financial privileges?

Overview:

Sometimes you find that you want to allow your Operator to view financial information such as Land Agreements or Contract details.  In order to do so, you must change their role within Traction Enterprise.

Requirements:

•  Operators must be set up in Setup>People.

Process:

1. Navigate to Setup>People.
2. Select the person you want to edit.
3. In the Edit Person dialog box, click Role and select Manager.
4. Next select the checkbox for Ability to see financial sensitive information.
5. Click Save.
   
   

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