Hello Community! I would like to suggest that users with a restricted view on a pipe also have access to report creation / viewing. Currently users with restricted view cannot create / view reports and this generates rework for member / admin users as they need to generate the reports and send them by email, for example, to users with restricted view. Gabriela Mattos
Access to reports by users with restricted vision
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Hello Community!
Searching for this subject I found this thread and I’d like to contribute. We also use “restricted view” in a seles process with several agents (executives), so that each one sees only the cards that are assigned to them.
We are looking for a way for these executives to extract reports to, for example, quickly knowing which cards are about to expire (and other analyzes).
Thanks!
Hello!