Shared report visibility

Samantha Dreszman
Samantha Dreszman Member Posts: 2 VERIFIED MEMBER
edited August 16 in Sales CRM #1

Hey! I´ve created a new report to show my colleagues all accounts they own. When I share it to them, they can only see their accounts and not all of them. Do you know why? Or how can I change that? All users have same permissions.

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 144 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Hello Samantha,

    This could related to the visibility settings you have applied for your insight data, and you can edit the following set of permissions for Global Regular users to ensure that they see stats from all accounts:

    Screenshot 2024-08-16 at 16.45.56.png

    We hope this helps :)

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