Colin Davitt

Adding Account Role - Building Principal

Discussion created by Colin Davitt on Nov 17, 2018
Latest reply on Nov 27, 2018 by Neal Shebeck

I am looking to add a new account role for our building level principals.

 

There are so many options and choices which leave me wondering. What do they need to see and what isn't necessary?

 

Has anyone add roles for their building principals and would be willing to share how you did it?

 

There is a chance maybe I am overthinking it. Should they just be added as Sub-account observers? 

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