How do I setup permissions so that users can only view their own deals, opportunities or other data?
You can set role permissions so that users can only see their own deals and opportunities, and not the data of other users within their own organizations.
By default, users will only see their own contacts unless another user shares contacts with them, via a smart list or one-off sharing decision.
Go to Setup > User management > Roles
Click on the Role you would like to adjust.
When editing the role, navigate to "operations".
Slide he permission scaler to "not available" (N/A) for Platform Users, Organization Users and Organization Profile.
Click Save.
Related Articles
How do I submit a (Standard Layout) Opportunity record?
If you, (or your Users, if you are in charge of a Channel) aren't seeing an Opportunities option, make sure the Role has the appropriate Opportunity permissions. Admins can slide the Opportunity feature to the create/own/delete level. You can email ...
Configuring and Using Slack Integration for User, Opportunity, and Deal Notifications
Introduction: This article outlines the newly introduced Slack integration feature, which allows notifications for user lists, opportunities, and deals to be sent to a configured Slack account, streamlining communication and enhancing team ...
How do I Convert a Deal Into an Opportunity?
To convert a deal to an opportunity, go to “Manage” > “Deal Registration” > “Deal Registration Request” Click on the “Approved Deals” tab, find the deal that you wish to edit, and click on the opportunity button. Select the Opportunity Type and hit ...
How can I share a registered deal and assign ownership?
Introduction: In this article, we will explore how you can efficiently share registered deals and assign ownership within your management system. This guide will assist you in navigating through the necessary steps with clarity. Navigating to Deal ...
How to approve a new deal?
1. Click on the Manage tab, then Deal Registration, and Deal Registration Approval Note: this may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further ...