We have 2 Sales Reps who are paid commission and have their own Contacts. Are the Sales Reps able to be setup as 2 separate users who only have access to their Customer contacts not the whole contact list.
Hi Jo No, they can be setup as 2 different users and should be, but you can only restrict the sections of RAH i.e only customers, only suppliers, both, etc.
The customer list should not be a problem it only gives addresses etc and the rep associated with it. All commission details should be held in payroll and if they do not have payroll access, then the commission $$ should remain private.