Different access for different users
complete
Kiara Fuentes
I want GovTribe to offer a user seat that allows junior level folks to conduct research on the platform without allowing them to see the pipeline. We want to teach our consultants how to do BD research and opportunity identification w/o giving them access to sensitive data that is in the pipeline
Lucas Mills
complete
Lucas Mills
Hi Kiara Fuentes - the use case you've outlined should be accomplishable now via Private Pipelines - let us know if you find this satisfactory.
A
Arsenio Ayon
Agree, the security should be set at the:
- Pipeline
- Stage
- opportunity
Lucas Mills
Thanks for the feedback, Kiara Fuentes. Are there any other user data areas that should not be displayed to this population, or solely the Capture module?
For example, should this User population be disallowed from Creating Pursuits after they locating the opportunity?
Lucas Mills
under review