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Error Can't View Proposal/Agreement/Design Portal Troubleshooting
Error Can't View Proposal/Agreement/Design Portal Troubleshooting

Error Can't View Proposal/Agreement/Design Portal Troubleshooting

Emilie avatar
Written by Emilie
Updated yesterday

Scenario: A sales rep is assigned to a deal but is unable to view the Proposal/Agreement/Design Portal.

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Enerflo Admin's can view the proposal/agreement/design portal

"View Only" settings may be enabled on the Sale's Reps profile page as shown below:

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Unchecking the view only box by a Company Admin should fix the issue and allow the Sales Rep to view.

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