The Opportunity List Access feature enables dynamic management and assignment of permission templates, ensuring controlled visibility of opportunity lists within the system.
Customized List Access: Assign specific opportunity lists to users based on their roles and departments.
Permission-Based Visibility: Users can only view opportunity lists included in their permission template.
Auto-Update Option: The "Select All" feature ensures users automatically see newly created opportunities within their assigned departments.
This streamlines access control, enhances visibility, and ensures efficient opportunity management.
Plan Requirement: The Opportunity Module should be enabled for the account.
Navigate to User Access Control:
Go to the main menu and select Manage Permission.
Select or Create a Permission Template:
Choose an existing permission template or create a new one.
Find the Opportunity List Section:
Locate the section under Opportunity > Opportunity List.
Assign Opportunity Lists:
Select specific opportunity lists that should be accessible to users assigned to this template.
Enable "Select All Lists" to grant automatic access to any newly created opportunities within assigned departments.
Save and Apply Changes:
Confirm and save the updated permission template.
Assign the template to relevant users or user roles.
Users will only see the opportunity lists assigned to them via permission templates.
Enabling "Select All" ensures that users automatically gain visibility into newly created opportunities.
Opportunity list creators always have access to the lists they create, regardless of permission settings.
While manually reassigning opportunities, the system will display only those users who have permission to view the opportunity list.
Opportunity List Access simplifies user access management by ensuring that users can only view relevant opportunity lists while allowing flexibility through dynamic permission assignments. This improves efficiency, collaboration, and security within the system.
Focused Access: Users see only the opportunity lists relevant to their role, reducing clutter and improving efficiency.
Flexible Permissions: Dynamic assignments allow seamless updates to access as needed.
Enhanced Collaboration: Teams can work within a structured framework, ensuring a consistent and organized workflow across the platform.
This feature optimizes visibility, streamlines processes, and maintains data security while ensuring a user-friendly experience.