Roof summary visibility is permission-based, giving organizations greater control over sensitive proposal data. Only users with the appropriate permissions can view roof summary details within proposals, helping maintain cleaner role-based access, protect internal pricing and measurement information, and ensure the right team members see the right data.
Follow the steps below to enable the permission.
Step 1: From the main menu, open the “Users and Roles” dropdown and select “User Profiles”.
Step 2: Click the “View Detail” icon beside your preferred user profile.
Step 4: Scroll down and click “Customers”.
Step 5: Locate “View Roof Summary”. Click the “Enable the permission” toggle to enable the permission.