Reports would be visible for all agents with the associated default agent role as Supervisor and above. Should your plan have custom agent roles, an agent who has been given the necessary privileges in the ‘Reports’ tab under ‘Roles->Permissions’ should have access. You can either set it up under 'Agent roles' and 'Admin roles'.
Who would have access to reports?
Modified on: Tue, 19 Sep, 2023 at 3:09 PM
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