How can I let a colleague view or edit my proposals?

If you want to let colleagues view (but not edit) other users’ proposals, all you have to do is add them as a user. By default, regular, non-administrator users do not have edit permissions on proposals they don’t own.

If you want to let users edit each other’s proposals, go to Account > Account Settings > Details, and select “

Note that admin users can edit any proposal in the system.

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Category: Setup, User Permissions

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