Hey everyone,
I’m wanting to create some customer accounts (think bank branches) that have access to some overlapping products, but also have access to private products that are branch specific. I was wondering if there was a way to grant these accounts access to any kind of reporting because the account is intended to be used by multiple users within the branch and it would be helpful for them to be able to view their spending by product or other fields.
Just wondering if there’s a straightforward answer or if I would be better contacting a developer for this.
Thanks,
Levi