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Fixing Missing Salesperson View Toggle for Users with Owner and Salesperson Access

How to remove Suppress Salesperson View permission and restore the toggle between Admin View and Salesperson View

Written by David Tribe

Issue

Users with both Owner and Salesperson access may find they cannot toggle between Admin View and Salesperson View. When they click their name in the top right corner, the option to switch to Salesperson View is missing.

This happens when a "Suppress Salesperson View" permission gets applied to their account, typically when Owner and Salesperson permissions are added in a certain order.

How to Fix It

To remove the Suppress Salesperson View permission and restore the toggle:

  1. Navigate to the Employees page

  2. Open the employee's profile

  3. Click Permissions on the right side of the page

  4. Change their access level to No Admin Permissions

  5. Click Save

  6. Go back into their Permissions

  7. Re-add Owner access

  8. Click Save

What This Does

Removing and re-adding the Owner permission clears the "Suppress Salesperson View" flag. Once fixed, the user will be able to click their name and toggle between Salesperson View and Admin View normally. The system will remember whichever view they selected last when they log in again.

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