If a sales rep is assigned to a deal but is unable to view the Proposal/Agreement/Design Portal, they may be set as a "View Only" user. An admin can edit this on the sales rep's user profile under the "Admin Settings" section.
Unable to View Proposal/Agreement/Design Portal
Why a sales rep assigned to a deal may be unable to view the proposal, agreement, or design portal, and how an admin can fix it by updating the user's View Only setting.
Written by Enerflo Support
Updated this week