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Company Admin Unable to Re-Assign Sales Reps

Company Admin Unable to Re-Assign Sales Reps

Emilie avatar
Written by Emilie
Updated yesterday

If a company admin is not able to re-assign sales reps or setters on leads, it might be because the company admin has too many roles that have a cross-over, which can cause glitches.

For example, since company admins access to viewing and editing all data in Enerflo, they do not need other roles such as the office admin role. Having both roles can cause errors.

To solve this issue, remove the V1 roles the user does not need.

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