Access and interaction with Opportunities can be controlled by broad permissions and permissions specific to the page.
- Navigate to the Opportunities page and click Permission in the left-side menu.
- Click [Show Advanced].
- Make applicable changes, and then click Save.
Permissions List
| Detailed Area | Description |
| Add File | Permits the user to add a file to opportunities. |
| Create | Permits the user to create a new opportunity and add opp tasks to specific opportunities. |
| Dashboard | Permits the user to access the opportunities dashboard. |
| Delete | Permits the user to bulk delete opportunities or delete specific opportunities. |
| Display | Permits the user to drill into specific opportunities. Permits the user to link open opportunities to pledges in a specific pledge record. Required in order to access the opportunity letter template field list. |
| Edit | Permits the user to edit existing opportunities. Permits the user to mark specific opportunities complete. |
| Import | Permits the user to import opportunities. |
| List | Permits the user to access the opportunities page. Permits the user to select several lists from the opportunities left-side menu including all open, my open, my closed, my open/closed, all closed, all, export, and list types. |