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Agents, sales reps and affiliates login here to manage your files. These users can only see the pipeline for their clients and edit files that are New, Ineligible, and PQ Pending.
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These users can only see the pipeline of the sales reps/agents underneath them, and have limited administrative rights.
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Typically these users can see/edit/assign ALL company files, and only the manager account has extra privileges, like employee reports, delete files, global task view, add/edit/remove employees and/or account executives, branch manager etc.
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