How can I give access to users to export opportunities?

Updated on February 15, 2021 03:14AM by Admin

Opportunities app allows you to provide access to the users who are deputed to export opportunities from the Opportunities app. The users who have been given the privilege can access the “Export” option found under the “Bulk Actions” dropdown in the “Show All” page of the Opportunities App.

Steps to give permission to users to export 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 from the left navigation panel.

  • Locate the “Export” option from the “Apps” section and click on the Privilege dropdown.
  • You can either choose an existing privilege or click the "Create Privilege" option found at the bottom of the privilege dropdown to create a new privilege and assign it to employees.
Privilege Dropdown

  • Here, we are creating a new privilege. 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 Export option.
Create Privilege

Export View