Support Staff access to booking form requests
I just found out the only way to have my support staff see the booking form requests coming in is to give them administrator rights. That is a HUGE issue for me and I can see a big mess happening when someone decides to go into settings or templates and mess around. There needs to a user setting for support staff added asap. Thank you!
Comments1
Jeremy harrison
Jun 6, 2025
Hi there!
Go to User and change their user type to Salesperson AND Project Manager. Then, toggle ON “Show All Jobs For Project Manager Role.” This will give them access to all Deals.
Best,
Jeremy, Product Manager