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Stop users seeing each others opportunities?

New Member
Posts: 2
Country: USA

Stop users seeing each others opportunities?

Hi All

 

Is there anyway I can stop different users seeing each others opportunities?

As it stands they can only see accounts they are the record manager on, but can still click the opportunities tab off the stack menu and select users they wish to view.

 

Thanks in Advance

Silver Contributor
Posts: 1,813
Country: USA

Re: Stop users seeing each others opportunities?

In ACT 2010 and 2011, you can set limited access for opportunities just like you can set limited access for contacts.  Also, under tools preferences, you can set the defailt access level for new opportunities, under "record creation options"

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