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<br>The Reports section on the left hand side is the first step in accessing the data pool.

The Reports section allows you to quickly and easily access to Sales Reports, Operation Reports, and Providers Reports you can run via the Verocity system.

Reports Section : Sales, Operations, Providers

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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