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  1. Custom Permissions for CommandMC

    11 votes

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    1 comment  ·  CommandMC » Transactions  ·  Admin →
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    Chad Michael Fahlenkamp supported this idea  · 
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    Chad Michael Fahlenkamp commented  · 

    Allow OP to give data export to CSV permissions to TL and MCA. Currently, only the OP role can access the "export" function when accessing recruits to export filtered recruit reports to CSV. The primary need for this data is for the TL for recruiting activities. The MCA is often tasked with producing this CSV file. In the current state, the TL or MCA would have to log in using the OP's credentials to produce the report (security).

  2. Allow Guest Users for Individual Agents

    270 votes

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    under review  ·  50 comments  ·  Command » Settings  ·  Admin →
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    Chad Michael Fahlenkamp supported this idea  · 
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    Chad Michael Fahlenkamp commented  · 

    Perhaps new roles in Command: Transaction Coordinator & System Administrator TC's might need to work on a file when the agent is asleep...no way to get the confirmation code. Should be able to give TC's access to individual opportunities. If an agent uses them on one transaction and not another the TC should not have access unless added to the opportunity by the agent.