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Categories Reporting
Created by Alex Chesnutt
Created on Oct 11, 2024

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Remove Shared Owner Report

Create an action mimic the request owner workflow for removing ownership

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0 MERGED

Role Permission: Removing ownership from BoB

Merged
Add a role permission type that includes required approval to REMOVE ownership from an individuals book of business. This would match the logic for required approval to REQUEST ownership.
Jessi Owens 7 months ago in Admin & Settings 0 On Roadmap