How can I give permissions to users to delete opportunities?

Updated on February 13, 2021 01:49AM by Admin

The Delete privilege is not given to everyone. It’s usually given to only the most trusted employees of an organization. Opportunities App allows you to provide access to the users who are deputed to delete opportunities from the Opportunities app. The users who have the privilege of the deletion feature can access the “delete” option found in the Opportunities app.

Note: If the record is linked to other Apptivo applications, it cannot be deleted but only archived.

Steps to give permission to users to delete Opportunities

  • Log in and access the Opportunities app from your universal navigation menu bar.
  • Click on the “More” icon and select “Settings” located at the app header bar.
Opportunities app

  • Click on “Actions” from the Security dropdown in the left navigation panel.

  • Locate the “Delete” option from the “Apps” section and click on the Privilege dropdown.
Delete Dropdown

  • Click the "Create Privilege" option found at the bottom of the privilege dropdown.
  • Create Privilege popup appears. Enter the name and description of the new privilege that you want to add against the delete option.
Create Privilege