video1.0<iframe src="https://www.loom.com/embed/32caec02c1f04918ad2dab67b6aa2b0e" frameborder="0" width="1660" height="1245" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12451660Loomhttps://www.loom.com12451660https://cdn.loom.com/sessions/thumbnails/32caec02c1f04918ad2dab67b6aa2b0e-b7e4520c3da20c3a.gif139.725In this video, I outlined an important enhancement regarding access to settle needs for non-broker and associate broker users. Specifically, non-broker users should not be able to access the set of needs after a broker has been assigned, while associate brokers can still view needs if they are linked to the assigned broker. I emphasized the need to ensure that users are synced properly in the integration settings to maintain access to leads from the client retention dashboard. Please make sure to click "sync users" to reflect any changes in assignments. This will help streamline our processes and ensure that leads are managed effectively.