1. Set-up Pipeline Role Responsibilities


1. To Set-Up Role Responsibilities,  go to the Top Navigation, hover over the ‘Company Name’ then click the ‘Edit’ icon as shown below. 

 

 

2. Once done, you will be navigated to the ‘Company Profile’ page. 



3. Within the ‘Company Profile’ page, navigate to ‘Access Levels Settings’ section then go to ‘Pipeline: Approved Opportunity’ module.  Click the dropdown menu and assign a User Role to their corresponding access rights to ‘Pipeline: Approved opportunity’. 

  • Update- user can ‘Add, Edit, Reverse or Remove’ Approved Opportunity
  • View- user can see but cannot ‘Add, Edit, Reverse or Remove’ Approve Opportunity
  • None- cannot update even view Approved Opportunity