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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Removing access to personalize create new on invoices
We would like to remove the list of create new options that employees have on invoices. Currently they can select task, email, PDF etc. We want to remove their ability to personalize this list and only give them access to certain choices in the drop down. We don't want to remove access to the functionality in their role. Only under invoices.
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