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Roles & Permissions in ProConncect

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Roles & Permissions in ProConncect

rodbos0212

I have a company admin who is the Chief Tax Officer in our organization as well as an owner.  I have her role set to Company Admin and discovered today that she cannot access reports in ProConnect because she is not the Primary Admin.

Can access to these reports be added to the Company Admin Role so this department can access stats and reports on their teams performance?

Thanks for the idea to include reporting permissions to the Company Admin role. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
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1 Comment
IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea to include reporting permissions to the Company Admin role. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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