How do I give a Manager access to financials or all tasks?

Go to Admin → Users → Role permissions. Per toggleable permission you can turn on or off for all Managers in your agency:

  • Deactivate client
  • Delete client
  • See all tasks (instead of only own assigned)
  • Trigger GHL sync
  • View financials
  • Edit financials

Changes apply tenant-wide — you cannot configure it per individual Manager. For exceptions: upgrade to Admin.

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