Difference between revisions of "Editor Role"
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Tim Peeler (talk | contribs) (Created page with "== Editors ==") |
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== Editors == | == Editors == | ||
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| + | Editors have the ability to edit almost every aspect of your business. From monthly financial data, through budgeting, KPIs and Strategic planning; the Editor Role is designed to make delegating the Financial aspects of your business easy. | ||
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| + | Editors also have special access to the [[Sales Management KPIs|'''Sales Management KPIs''']] area allowing them to function like an enhanced [[Sales Manager Role|'''Sales Manager''']]. Editors may edit any Sales Management KPI assigned to any user, but may not create new members with the [[Sales Associate Role|'''Sales Associate Role''']]. | ||
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| + | Editors may not create or manage members of your business and may not edit identifying information about your business (business name, address, phone number etc). | ||
Revision as of 14:07, 9 December 2018
Editors
Editors have the ability to edit almost every aspect of your business. From monthly financial data, through budgeting, KPIs and Strategic planning; the Editor Role is designed to make delegating the Financial aspects of your business easy.
Editors also have special access to the Sales Management KPIs area allowing them to function like an enhanced Sales Manager. Editors may edit any Sales Management KPI assigned to any user, but may not create new members with the Sales Associate Role.
Editors may not create or manage members of your business and may not edit identifying information about your business (business name, address, phone number etc).
