Restrict access to agreements and alliances
With agreement and alliance access control, you can define who can view, access, and edit agreements and alliances among Manager users. This ensures that the right information is shared with the appropriate stakeholders while maintaining data security and confidentiality.
Overview
Plan availability: Advanced
Required user role:
- For agreements: Manager and if you're one of the agreement's allowed users
- For alliances: Manager and if you're the alliance owner
Important: Access to an agreement or an alliance is not correlated to any other level of access. E.g., you can have access to an agreement but no access to the related alliances or opportunities, and vice versa.
Visibility levels
An agreement or alliance, and all the information contained in it, can be:
- Public: Visible to all users having access to the agreement or alliance.
- Private: Only visible to the agreement or alliance's owner and users who have been granted access.
Agreements and alliances are set as public by default when created. You can set an agreement or alliance to private only after it has been created.
Access roles
Only Manager users can be added to alliances.
Both Owner and Can access users can edit and manage the access roles and ownership of the agreement or alliance. There is always a unique Owner responsible for the alliance.
The access levels are always greyed out (contrary to opportunity access levels) since there is only Can access level available for agreements or alliances. The owner access level can be changed in the agreement or alliance header by choosing another owner.
Restrict access to agreements or alliances
At creation
For agreements, access control can be selected at creation. Click Private and add the allowed users.
If the parent opportunity is private, creating an agreement from there will automatically copy the access control settings from the opportunity.
After creation
Click the Manage access button at the top right of the agreement or alliance page.
A pop-up will open. Click Make private.
A message will appear asking for your confirmation. Click Confirm.
Once the agreement or alliance is private, the following message appears, and a red lock icon appears next to the agreement or alliance name.
Click Make public to reverse the action and have the agreement or alliance public and available to all users again.
Add or remove allowed users
To add allowed users, enter their names in the search bar. A list of users will appear. Select the user and click Add. The access levels are always greyed out (contrary to opportunity access levels) since there is only Can access level available for agreements and alliances. The owner access level can be changed in the agreement or alliance header by choosing another owner.
To remove a user from the allowed users, click the red cross next to their names.