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Add Projects to the "Sales" user profile


Alison Deverill

Jul 10, 14:49 BST

I have set up individual users for KashFlow and would like to create an access for our project managers which is Sales but, with access to Projects.
Being a small design company - the Project Managers also create quotations and liaise with customers thereby needing access to invoicing.
The Sales access does not include there a way around this please when setting up the user access

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  • Jul 10 2018
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