Sherpa User Set Up - Suggested Access

For Sales Reps:

• Allow Outlook Sync
• Sherpa Navigator Access
• Document Storage Saving
• Document Storage Opening

For Managers:

• Edit Completed Activities
• Allow Outlook Sync
• Sherpa Navigator Access
• Allow Activity Batch Edit (depends on Manager)
• Share Favorite Configurations
• Lease Tracker Reports
• Document Storage Saving
• Document Storage Opening

For Admins:

• Edit Completed Activities
• Allow Outlook Sync
• Can Approve Accounts
• Sherpa Navigator Access
• Allow Reassignment of Orders
• Allow Activity Batch Edit
• Share Favorite Configurations
• All the Reports (skip Document Storage Download typically)