Can I grant a user access to update tax information?

Currently, only team members with admin access can provide tax information for lead entities in the lead app. If a team member does not have the ability to “add team members and assign roles,” they do not have the ability to provide tax information for any lead entities. 

You can find more about Team Member roles and how to add Team Members here.

Was this article helpful?
1 out of 1 found this helpful