Chaya Kass

04/07/2022, 4:41 PM
Hi, I'm having trouble giving a role the permission to view all customers. The role already has the full "Customers" list permission. Any ideas?


04/07/2022, 5:47 PM
Under the role there is a Employee Restrictions drop down, do you have that set to “None - No Default”

Chaya Kass

04/07/2022, 5:50 PM
Thank you! How about this permission question- one of my roles is missing a report in the global search bar. However, when I paste the URL from when I try running the report when I'm logged in as his role, the report runs. Any ideas?
Thanks, the previous answer fixed the next problem as well.