Skip to end of banner
Go to start of banner

Team/Agent Dropdown

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 7 Next »

The Team/Agent dropdown allows managers to view both their team and individual user counts.


Viewing Permissions

The Team/Agent dropdown populates based on a user’s viewing permissions:

  • Default: view applications assigned to me and any user who reports to me

  • View Team: view applications assigned to all teams who report to my manager

  • View All: view all applications regardless of owner

These permissions are set based on the user’s role. To update these preferences, please contact support@insellerate.com.

  • No labels