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Choosing what Tasks a User can see


iVvy Allows you to create tasks to help manage your sales pipeline and functions. Sales Managers can choose if individual team members can see their own tasks and/or tasks of other team members.

  1. Navigate to Global Settings > Users > Users
  2. Edit a User
  3. Select Can View User Tasks to allow this user to see tasks that have been assigned to them
  4. Select Can View Group Tasks to allow this user to see all tasks allocated to all users

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