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Example: Specify Opportunity List query security settings

This query will be available only to users who are assigned to the Donor Managers role.

  1. From IFC, select Query Architect.
  2. Select Opportunity Management> Default System> Queries> Opportunity List.
  3. Select the query called "Default".
  4. Click Save As and rename the query to "DefaultDonor". Click Save.
  5. Edit the description to "All Opportunities". The description will display in the main Opportunity Management list.
  6. Click the Filters tab.
  7. Add a filter for OpportunityType.Opportunity Class = Donor. Click Refresh.
  8. Select Security.
  9. From the Access Mode list, select Custom.
  10. From the Select From View list, select Roles.
  11. From the Roles list, select Donor Managers.
  12. Click the Edit icon and modify the permissions on the query. Click OK.
  13. Click Save.

See Also

Modifying Security Settings

Role-based security settings


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