Example: Specify Opportunity List query security settings
This query will be available only to users who are assigned to the Donor Managers role.
- From IFC, select Query Architect.
- Select Opportunity Management> Default System> Queries> Opportunity List.
- Select the query called "Default".
- Click Save As and rename the query to "DefaultDonor". Click Save.
- Edit the description to "All Opportunities". The description will display in the main Opportunity Management list.
- Click the Filters tab.
- Add a filter for OpportunityType.Opportunity Class = Donor. Click Refresh.
- Select Security.
- From the Access Mode list, select Custom.
- From the Select From View list, select Roles.
- From the Roles list, select Donor Managers.
- Click the Edit icon and modify the permissions on the query. Click OK.
- Click Save.