Guide Index
Guides HomeMangoApps WebsiteCommunity & SupportBlog & Resources
MangoApps Administrators Guide
MangoApps Administrators Guide
  • 🥭MangoApps Admin Guides
  • 🆕Admin Portal Navigation Bar
    • Recommendations
      • Increase Findability
  • Home
    • Dashboard
    • Pending Invites
    • Pending Approvals
    • Logs
      • Audit Log
      • User Access Log
      • Assistants Log
      • Security Log
      • Connector Log
      • Imports Log
      • Learn Automations Log
      • xAPI Activity Log
      • Webhook Log
      • Debug Log
      • Schedule Sync Log
    • Trash Can
      • Trash Can Tools
      • Trash Can Widget
    • Data Exports
  • 🆕Domain Setup
    • General Settings
    • Getting Started
      • Introduction Video
      • Terms of Service/ Privacy Policy
      • Change Password
      • Profile Items
      • Locale
      • Team Recommendations
      • Notifications
      • Invite
    • AI Settings
    • Page Templates
      • Design a Page Template
    • Locale
    • Digital Signage
    • Translate
      • Translate Modules
      • Glossary
      • Translate Settings
    • Startup Dialog
    • 🆕Reactions
    • Compose
    • 🆕Locations
      • 🆕General Settings
      • Locations
        • Adding an Office Location
      • Location Fields
      • Location Summary
      • Webhooks
    • 🆕Field Structures
      • Field Member Automation
      • 🆕Field Hierarchy Sync
    • Holidays
    • Companies
    • Resources
    • Service Usage
    • 🆕My Priority Items
  • 🆕User Management
    • Manage Users
    • Add Users
      • Invite Users
      • Import Users
        • Synchronize Users From ADP
      • Synchronize Users From AD/LDAP
      • Fetch From URL
      • Share Sign Up Link
      • Import Via API
    • Organizations
    • Admin Roles
      • Admin Role Permissions
    • User Segments
    • Team Segments
    • Assistants
    • 🆕Alias
    • 🆕User Status
    • Guest Users
      • Create a Guest User
    • Restricted Users
  • 🆕Modules
    • Ballots
    • Calendar
      • Calendar Event Types
      • Calendar Settings
      • Calendar Integrations
    • Campaigns
      • Settings
      • Templates
      • Categories
    • Chats
    • Company
    • CRM
      • Setup
      • Stages
      • Types
      • Lead Sources
      • Opportunities Access
      • All Opportunities
      • More Options
    • Departments
    • 🆕Files
      • 🆕Settings
      • File Storage
      • External Repositories
      • Cloud Folders
      • 🆕Manage
      • Configure Custom Fields
      • 🆕Show/Hide File Fields
    • Greetings
      • Manage Greetings
      • Manage Categories
      • Settings
    • 🆕Groups
      • 🆕Automatic Membership Management
    • Hashtags
      • Manage Hashtags
      • Categories
      • Settings
    • 🆕Home
      • 🆕Dashboard Selection
        • 🆕Web
        • Mobile
      • Settings
    • Ideas
      • Manage Ideas
      • Idea Categories
      • Idea Settings
    • Libraries
    • Media Center
      • Settings
      • Categories
      • Media Card
      • Custom Fields
    • Messages
    • My Recordings
    • 🆕News Feed
      • General Settings
      • 🆕Left Panel Widgets
      • 🆕Right Panel Widgets
    • Notes
      • Settings
      • Templates
    • 🆕People
      • 🆕Settings
      • 🆕Full Profile
        • Managing Profile Fields
      • Profile Preview
      • People Directory
      • Org Chart
      • Skills
      • Webhooks
    • 🆕Posts
      • Settings
      • Content Template
      • Alert Template
      • Categories
      • 🆕AI Actions & Workers
    • Projects
      • Project Templates
    • Quizzes
    • Recognition
      • Settings
      • Data Sources
        • Add Data Source
          • Create Custom Items Tracker
          • Order History Tracker
      • Reward Catalog
      • Award Categories
      • Awards
      • Core Values
      • Reward Points Allocation
      • Order & User History
      • Recognition Insights
    • 🆕Schedules
      • Shift Data Source
        • Integration with Kronos
      • Tab Settings
        • Attendance Reports
      • 🆕Schedule Settings
      • Attendance Settings
      • Availability
    • Setup
    • 🆕Surveys
    • 🆕Tasks
      • 🆕Task Settings
      • Task Types
      • Task Priorities
      • Task Templates
      • Task Automations
      • Task Tabs
    • To Do
      • Settings
      • Sections
    • Trackers & Forms
      • Create a Tracker Template
      • Configure Tracker Settings
    • Vault
      • Employee Vaults
      • Integration
      • Audit
      • Folders
      • Settings
      • Vault Permissions
    • Wikis
  • 🆕Navigation
    • 🆕Add New Navigation
    • Navigation Styles
    • Add Custom Links
    • FAQ
  • 🆕Email
    • Configuration
    • Content
    • 🆕Digest
    • Accepted List
    • Rejected List
    • Unsubscribed Users
  • Notifications
    • Settings
    • Security Notification
    • External Apps
  • SSO
    • Connections
    • Applications
  • Search
    • Insights
    • Data Sources
    • Saved Searches
    • Relevance Tuning
    • Look Ahead Sections
    • Search Settings
  • Automation
  • 🆕Security
    • Browser Access
    • 🆕Desktop & Mobile Access
    • User Devices
    • Synced Computers
    • Password Settings
    • Session Settings
    • Virus Scan
  • Compliance
    • Accessibility
    • Delete Settings
    • Self Destruct
    • Data Retention
    • eDiscovery
      • Create a Hold
    • DLP Policies
      • Policy Rules
      • Matches Log
      • Create a DLP Policy
    • Terms of Service
    • Usage Policy
    • Email Compliance
    • Export Data
  • Moderation
    • Queue
    • Insights
    • Settings
  • 🆕Governance
    • Overview
    • Items
    • 🆕Automation
    • Archived
    • Settings
  • Social Advocacy
    • Social Advocacy Tools
    • Settings
    • Social Posts
    • Insights
    • Social Posts Sharing
  • Integrations
    • MangoApps Open APIs
    • Webhooks
  • Branding
    • Branding Toolbars
    • Portal
      • Custom Branding Colors
      • Home Page: Modern vs. Classic View
      • Text Styles
    • Content
    • Widgets
    • Profile
    • Footer
    • Email
    • Custom
      • Add a Custom Header
    • Image Recommendations
    • ⭐Branding Implementation Checklist
  • 🆕Reports
    • Reports Tools
    • Generate a Report
    • FTP Export
    • 🆕Report Settings
  • Analytics
    • Adoption Dashboard
    • ROI Dashboard
    • Engagement Dashboard
    • Content Dashboard
  • Billing & Invoices
    • Plan
    • Invoice
    • Settings
  • Help Center Setup
    • Settings
    • Admin Training Videos
    • User Training Videos
    • Webinars & Videos
    • Help Center
  • Sitemap
  • 🚫Deprecated Features By Release
    • 🚫Activities (Deprecated)
    • 🚫Landing Page (Removed)
    • 🚫MangoApps File Sync Guide (Deprecated)
      • 🚫File Sync (Deprecated)
        • 🚫File Sync Tools (Deprecated)
      • 🚫Installation & Upgrade (Deprecated)
      • 🚫My Drive Sync
      • 🚫Synced Files
      • 🚫Synced Preferences
      • 🚫Notifications
      • 🚫Team Sync
    • 🚫Screen Share (Deprecated)
      • 🚫Screen Share Tools
      • 🚫Screen Share (Messenger)
    • 🚫Screen Share/Video Call Log
    • 🚫Type-2 Organizations (Deprecated)
    • 🚫Voice (Moved)
  • ADDITIONAL RESOURCES
    • Submit a Support Ticket
    • Release Notes
Powered by GitBook
On this page
  1. Modules
  2. CRM

Opportunities Access

Managing the access for domain-wide opportunities

PreviousLead SourcesNextAll Opportunities

Last updated 5 years ago

Overview

Network admins grant view permission to all opportunities to any network users on the domain.

  1. List of users with view access: Displays the list of all network users who have the view permission to all opportunities in the CRM module on the User Portal. Users in this list need not be a part of an opportunity to view it on the User Portal.

    • Name: Name of the user with view permission.

    • Email: Email of the user with view permission.

    • Action: Click the Remove Access option to revoke the view permission of the selected user for opportunities.

  2. Add Users: Click the Add Users button to add network users to the opportunities view access list. Users added to this list CANNOT edit opportunity details unless they are a part of the opportunity.

To see how these configurations impact the Team CRM on the User Portal, see in the User Portal Guide.

Did this article help? Your feedback adds value when we shape up the help articles. Hit the smileybelow to let us know!

🆕
Team CRM
Admin Portal > Modules > CRM > Opportunities Access