Sales is the lifeblood of business, and ensuring your sales force has access to the up-to-date information they need to sell your products or services is key. However, it is often important to only give your reps access to needed information while limiting access to unnecessary information. For example, you may not want a sales team member to see the their colleagues’ sales stats, and only want them to only be able to pull reports for their own sales. It might be necessary that your sales team sees real-time inventory levels but not to be able to change stock levels or delete SKUs. Every organization is different, and this update gives users the ability to control the level of access that their sales teams need to have
For more detailed information on what levels of access you can give reps and how to control them please see the following knowledge base articles.
Assigning Sales Rep Roles to Users
Restrict Sales Rep To Place New Order