Role-based security settings
The default group roles supplied with Opportunity Management 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
- From IFC, select Security Administration.
- Select Roles.
- Click Add Role.
- Enter the information for the new role.
- Click Save.
To assign opportunity group roles
- From IFC, select Security Administration.
- Select Users.
- Enter the user information. Click Go.
- Select the user. The User Definition window opens.
- Click the Member Of tab.
- From the Available Roles/Groups drop-down list, select the desired role.
- Click Save. The new role displays in the Selected Roles/Groups 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.
- From IFC, select Query Architect.
- Select Opportunity Management> Default System> Queries.
- Select the query or report. The Query Summary window opens.
- Select Security.
- Select an Access option.
- From the Access Mode drop-down list, select the mode.
- (Optional) To change the permissions for a role:
- From the Access Mode list, select Custom.
- From the Select From View list, select Roles.
- Select the role.
- Click Edit and modify the permissions.
- Click OK.
- Click Save.