The default group roles supplied with Process Manager are Prospect, Opportunity Owner, Contact, and Competitor. You can build additional group roles that better describe responsibilities within your organization and can assign those group roles to the appropriate participants.
To create opportunity group roles
1. From System Setup, select Security Administration.
2. Select Roles.
3. Click Add Role.
4. Enter the information for the new role.
5. Click Save.
To assign opportunity group roles
1. From System Setup, select Security Administration.
2. Select Users.
3. Search for the user record.
4. Select the user.
The User Definition page displays.
5. In the Roles section, click Add Role.
6. Select the desired role and click OK. The new role displays in the Roles list.
To specify security settings for queries or reports
Each query or report must have a security setting to determine which users can view or edit the query.
1. From Tools, select Intelligent query architect.
2. Select OpportunityManagement > Default System > Queries.
3. Select the query or report and click Edit.
The Query Summary page displays.
4. Select Security.
5. From the Access Mode drop-down list, select the mode.
6. (optional) To change the permissions for a role:
□ From the Access Mode drop-down list, select Custom.
□ From the Select a Query drop-down list, select Roles.
□ Click Find to display a list of roles.
□ Select a role name to add it to the Current Access List.
7. Click Save.