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Opportunitylist KPI's only available for Administrator, should also be available for managers

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Copper Contributor
Posts: 38
Country: Netherlands
Accepted Solution

Opportunitylist KPI's only available for Administrator, should also be available for managers

[ Edited ]

Act! Premium Plus Version 21.0.295.0, Update 5
English (Europe)
Windows Server 2016 Essentials Version 1607 build 14393.2670

 

KPI-count in opportunity list is only available for administrators in the above configuration.

 

In my opinion the totals, als shown below in a testexample, should be visible for managers.

The personal KPI should be available for users.

Administrator-Opportunity-totals.PNGManager-Opportunity-totals.PNG

But, unfortunately, the opportunity doesn't show up.

 

It would be great, if the above should be taken in account by the next update.

Hein Campmans

Connect2act

Hein Campmans
http://connect2act.com

Accepted Solutions
Solution
Accepted by topic author heincampmans
‎01-04-2019 08:47 AM
Employee
Posts: 372
Country: USA

Re: Opportunitylist KPI's only available for Administrator, should also be available for managers

Hello,

Try adding the Web API Access permission to the user.

Tools > Manage Users

 

2019-01-04_0934.png

 

Thanks,

Carl

 

Carl Mag

Act! Support

 

Growth made easy.
CRM & Marketing Automation built for small business success.

 

 

View solution in original post


All Replies
Nickel Super Contributor
Posts: 423
Country: United_Kingdom

Re: Opportunitylist KPI's only available for Administrator, should also be available for managers

[ Edited ]

This has to be yet another opportunity bug as in the demo database using "Fred Fenderline" and "Allison Mikola" you get the issue. 

Solution
Accepted by topic author heincampmans
‎01-04-2019 08:47 AM
Employee
Posts: 372
Country: USA

Re: Opportunitylist KPI's only available for Administrator, should also be available for managers

Hello,

Try adding the Web API Access permission to the user.

Tools > Manage Users

 

2019-01-04_0934.png

 

Thanks,

Carl

 

Carl Mag

Act! Support

 

Growth made easy.
CRM & Marketing Automation built for small business success.

 

 

Nickel Super Contributor
Posts: 423
Country: United_Kingdom

Re: Opportunitylist KPI's only available for Administrator, should also be available for managers

Doh! I feel thick now Carl!!  Smiley Surprised

Thanks for that 

Copper Contributor
Posts: 38
Country: Netherlands

Re: Opportunitylist KPI's only available for Administrator, should also be available for managers

Thank you, Carl, it works!

Hein Campmans
http://connect2act.com