Opportunities Access
Managing the access for domain-wide opportunities
Overview
The Opportunities Access tab allows network admins to manage who can view all opportunities across the domain—regardless of their direct involvement. This is useful for giving visibility to executives, managers, or other key stakeholders without granting edit rights.
From this tab, admins can:
Grant view-only access to specific network users.
Review the list of users who already have access.
Revoke access at any time.
Users granted access through this tab can only view opportunities. They cannot edit opportunity details unless they are explicitly added to that opportunity.
List of Users with View Access
This section displays all users who currently have domain-wide view access to opportunities.
Name: The name of the user with access.
Email: The user’s email address.
Action – Remove Access: Click Remove Access to revoke a user's view permission. Once removed, the user will no longer see any opportunities unless they are assigned to them.
Add Users
To grant view access to a new user:
Click the Add Users button.
Select one or more network users from the list.
Confirm to add them to the access list.
Once added, these users will be able to view all opportunities in the User Portal, but cannot edit them unless they are a participant on the specific opportunity.
Best Practices
Grant access only to users who need a holistic view of the sales pipeline.
Periodically review and update the access list to maintain data privacy and security.
Combine this setting with role-based permissions for a well-controlled CRM access strategy.
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