Users with the "View Renewals on Hierarchy" authorisation role can access and review information on ongoing renewals but are not able to respond to them.
Access is designed specifically as a view-only access and allows partners to actively engage with their clients by keeping them informed about current renewal processes. Partners can clarify any uncertainties that might emerge during feedback, ensuring clear communication and understanding. Additionally, this access facilitates observation of interactions between the client and Saxo, allowing partners to offer informed advice and support.
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