Introduction
The Opportunity List Access functionality enhances the control and visibility of opportunity lists within the system. This feature allows users to dynamically manage and assign permission templates for opportunity lists, ensuring streamlined access and visibility.
Use Cases
A university admin creates separate opportunity lists for various departments, such as Computer Science, Business, and Arts. The Opportunity List Access feature allows the admin to dynamically assign these lists in permission templates. The Opportunity List will only be visible to the users who have access to the list in their permission template. Also, users can use the "Select All" option in the templates, ensuring instant visibility into any new opportunities created within their respective departments.
Pre-requisites
The Opportunity Module should be enabled for the account.
How Does the Opportunity List Access Work in the Permission Template?
The Opportunity List Access in the permission template dynamically displays any created opportunity lists, allowing users to select and assign templates to users seamlessly.
Here is a step-by-step guide to understanding how this functionality works:
- Navigate to the User Access Control in the menu and click on "Manage Permission".
- Select the relevant permission template or create a new one if needed.
- Within the template, find the section related to Opportunity > Opportunity List.
- You can now see a list of created opportunity lists.
- Choose the specific opportunity lists that you want to make available for users assigned to this template. This ensures that users associated with this template will have visibility into the selected opportunity lists.
- Please choose the "Select All" option in the templates, ensuring instant visibility into any new opportunities created within their respective departments.
- Save the template changes to confirm the Opportunity List Access configuration.
- Assign this template to the relevant users or user roles within the system.
Uses
Opportunity List Access ensures efficient management and control of visibility, allowing users to focus on relevant data and tailor their experience based on assigned permissions. This feature streamlines workflow enhances collaboration, and provides a consistent view across various platforms.
FAQs
- What happens when I choose the "Select All" option in a template for Opportunity List?
Choosing the "Select All" option in a template grants visibility to any new opportunities created. Users assigned to that template will have comprehensive access to all lists, simplifying the management of permissions.
- Will an opportunity list I create be automatically visible to me, regardless of the template permissions?
Yes, as a user creating an opportunity list, it will automatically be visible to you, irrespective of permissions set in the template. This ensures that creators have immediate access to their created lists.
- Can I see all lists in the automation, regardless of the opportunity list allowed for my user role?
Certainly, users can view all lists in the automation, regardless of the opportunity lists allowed to them. This ensures a holistic perspective and streamlined workflow for users interacting with the automation feature.
- How does the system determine the available lists when manually reassigning an opportunity?
When manually reassigning an opportunity, the system displays a list of users who are allowed to see that particular opportunity. This ensures that only relevant users can be selected during the reassignment process.