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Invoices / Quotes and Orders panels are empty in Next Gen UI

in Sales 4 comments

Summary:

Invoice panel and Quotes & Orders panel in Next Gen UI are empty for Salesperson and Sales Manager roles.

Content (please ensure you mask any confidential information):

Hi,

We have enabled Quotes & Orders and Invoices panel in redwood UI. The data is visible for administrator roles but not the Salesperson and Sales Manager roles. New custom roles were created for the above roles and additional privileges (for example in case of invoices, 'AR_VIEW_RECEIVABLES_INVOICE_PRIV' has been added). I've checked the privileges for Digital Sales UI and all those mentioned seem to be available for the above roles yet the users are not able to see data in these panels. However User with Sales Administrator role is able to see the data under these panels. 

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