Overview
The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.
Among these settings, you'll have access to grant a user access to Disclosure Desk.
How to Use
From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:
Select the Users tab:
Select the pencil/paper icon towards the right hand side of the user's name to edit:
Check the box for Permission - Disclosure Desk and select Save to confirm the change:
Success! The user will now have access to views the Disclosures tab and see disclosure status.
Please sign in to leave a comment.