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Viewing data updated by another user
Either of the following;

a. Both roles need to be Administrator, this is accessed in the My account tab -> user administration -> click users username -> edit Roles -> next to the planplus online role make sure it says administrator. Click ?go? if it?s not and choose Administrator

b. If User A is updating contact information and wants User B to access the data both user A and user B need to be members of the Team related to the contact.

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Solution #: 442
Category: FAQs > How To > Users and Roles
Type: Knowledge Base
Status: Published

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