1. Set-up Role Responsibilities

 

1.  Go to the Top Navigation, hover over your ‘Company Name’ then click on the ‘Edit’ icon as shown below. Once done, you will reach the Company Profile. 

 

 

2. Once you reach the Company Profile, navigate to the ‘Company Access Levels’ section then ‘Pipeline: New Opportunity’. Click the dropdown menu and then assign a User Role to their corresponding access rights to Approved Opportunity. 

  • Update- user can ‘Add, Edit, or Remove’ Opportunity Projects 

  • View- user can see but cannot ‘Add, Edit, or Remove’ Opportunity Projects 

  • None- cannot update even view Opportunity Projects