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Company Admin Unable to Re-Assign Sales Reps

Why a company admin may be unable to reassign sales reps on leads, and how to fix it by removing conflicting roles like Office Admin that overlap with Company Admin.

Written by Enerflo Support
Updated this week

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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