video1.0<iframe src="https://www.loom.com/embed/b5175a60b6c64c2cba1b174c45f5eb15" frameborder="0" width="1476" height="1107" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11071476Loomhttps://www.loom.com11071476https://cdn.loom.com/sessions/thumbnails/b5175a60b6c64c2cba1b174c45f5eb15-b91214591b4b0638.gif110.998In this video, I discuss how to customize view and comment roles for team members, such as sales reps or subcontractors. You can create these roles from scratch or use our existing templates. I explain how to limit access based on their position, like allowing a sales manager to view team records or an accountant to access billing information. I encourage you to think about how these customizations can fit your team's needs. Please consider implementing these roles to enhance collaboration.