Why is CodeFlow's (fictional name) team member, Alex Johnson, unable to access the "Portfolio" pipeline under the "Dealflow" section?
1 reply
Alex Johnson is unable to access the "Portfolio" pipeline because toggling on the Deals access will only grant access to the Dealflow pipeline. Access to the "Portfolio" pipeline requires "Admin" permissions, which Alex doesn't have. We acknowledge the need to improve permissions and make them more granular, but it might take a month or two before we can implement these changes.
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