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 | | Print |
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