Hi, Michelle Plutto, If you want to do that I think the best way to do it is to create roles for the different views you want them to have, from Admin > Role Management, there you can set who sees which modules and what they can do with them. And once you have created the roles you add each user to their corresponding role.
Hi, Michelle Plutto, If you want to do that I think the best way to do it is to create roles for the different views you want them to have, from Admin > Role Management, there you can set who sees which modules and what they can do with them. And once you have created the roles you add each user to their corresponding role.
we want everyone to have the same subpanels, maybe I did say that oops. So if you are in accounts, underneath you see contact, opportunities, revenue line items etc. I want them all to have the same subpanels in the same order.
