What are user roles and privileges granted in Opportunities App?

Updated on May 6, 2014 03:37AM by Admin

You can view the roles and privileges of all applications in Employees App. This allows you to manage roles and privileges of each app.

  1. Log in and access Employees App and Click on “Mass Role Assignment” to view roles.
  2. You can also view and modify privileges assigned to that role through Settings -> Roles.

The various user roles and privileges granted in Opportunities App are,

Roles

  • Opportunities Manager
  • Opportunities User
  • Sales Manager
  • Sales Person
  • Super User

Privileges

  • View Opportunities
  • Manage Opportunities
  • Opportunities
  • Access Opportunities reports
  • Configure Opportunities

You can view the roles and privileges as shown in the image below:

S.no Privileges Super User Sales Person Sales Manager Opportunities User Opportunities Manager
1 View Opportunities Yes Yes Yes Yes Yes
2 Manage Opportunities Yes Yes Yes Yes Yes
3 Access Opportunities Yes Yes Yes Yes Yes
4 Configure opportunities Yes No No No Yes
5 Access opportunities reports Yes No No No Yes