how-to-set-project-based-access-controls-to-sales-reps

Aptien CRM allows an individualized approach for each sales representative to specific business cases, opportunities or projects. This means that sales representatives can only access the business cases, projects, to which they are assigned.

• Sales representatives have access to specific projects, business cases, or tasks.
• This ensures that they can only view and manage data related to their assigned opportunities or leads
• Their access is restricted to these projects only.
• The sales manager can see all business cases.

Which Projects or Cases a Sales Representative Can See

Sales representatives can only see the business cases, opportunities  that:

1. They create themselves.
2. Are assigned to them by a superior sales manager with the appropriate permissions.
3. In other words, a sales representative will not see any items in the records until someone assigns them or they create them themselves.

Recommendations and Tips

• For the role of "Sales Representative Midwest Region" you need to set it up so that the sales representative can only see the business cases they create themselves.
• If you assign this role to multiple sales representatives, all users will see the items, and it will behave as a team role. For example, all sales representatives with the role "Sales Representative Central Bohemia."
• If you want a user to see only "their" items, create an individual role for each of them, such as "Sales Representative John Doe." In this case, you will assign this role only to John Doe.
• Would you like any further adjustments or additional information?

How to Set Individual Permissions for Sales Representatives

Conditions for Setting the Sales Representative Role

1. The Sales Representative role must have restricted access to all business cases.
2. You must be logged in as a Sales Manager with the appropriate permissions (with the "Authorize" level).

Step-by-Step Procedure for Sharing a Specific Business Case

If you want to manually assign specific business cases to sales representatives, follow these steps:

1. Go to the Opportunities Organizer.
2. Select the business case, opportunity  you want to assign or remove from the sales representative.
3. In the right menu, select Permissions.
4. Add or remove the sales representative in the permissions settings.
5. Save the settings.