Prevent OAs from viewing Renewal Opportunities and Applications

South Alabama would like to prevent their Opportunity Administrators from seeing any renewal opportunities and applications. Since renewals are handled only by a select group of individuals it has been causing confusion among the administrators. They would like to prevent all OAs from seeing this part of their site. 

Currently in the Site > Configurations > Roles section the Encumberable Applications and Renewal Applications are in the same Permissions Group. Maybe it would be possible to break the two apart so that they can determine which applications that can view. 

  • Jessica Beatty
  • Jun 1 2017
  • Will not implement
Employee Name Jessica Schildwachter
Client Name "shard name" southalabama
User System Admin , Opportunity Admin
Functional Unit Renewal Management , Client-Defined Roles
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