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Documentation Index

Fetch the complete documentation index at: https://docs.objectionly.com/llms.txt

Use this file to discover all available pages before exploring further.

Who can do this: Admins
Use rep access to control which sales rep data a Member can view. Rep access settings dialog

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Assign rep access

1

Go to the Team page

Open Team page
2

Select the Member

Choose the Member whose rep access you want to update.
3

Open rep access settings

Open the Member’s rep access settings.
4

Choose an access type

Choose all reps, specific reps, or none.
5

Pick specific reps, if needed

If you choose specific reps, select the reps from the list.
6

Save the change

Changes take effect immediately.