If you're on a Proply Enterprise plan, the master account owner will be the Principal. This means they can see all activity across the business (not just their own proposals).
If your agency has more than one principal, you can assign Principal roles to other users.
To make another agent a Principal:
- Navigate to the Profile section
- Click on the Agents tab (depending on what role the user has)
- At the top right of an agent's profile, click on the three dots
- Click "Make Principal"
The user will now be a Principal in the system, allowing them to view all activity.