Opportunity Manager®: Knowledge & Support
Opportunity Manager®: Knowledge & Support
Breadcrumbs

Configure User Permissions

This section will help walk you through the process of allocating or revoking license to individual users, bulk adding or removing licenses, and setting up a permission set for non-admin users if Opportunity Manager® was not Installed for All Users.

You will need the ‘Manage Users’ permission to be able to complete this section of the setup for Opportunity Manager

From the App Launcher → FM Opportunity Manager app → Opportunity Manager® Configuration tab → Manage Members Tab

Manage Members Tab

On the Manage Members tab, administrators can grant current Salesforce users access to the Command of the Message® and/or MEDDPICC components of the Opportunity Manager® app.

To grant access to a specific user:

  1. Scroll or search for the user record in the Search People search engine

  2. Check the applicable CoM User and/or MEDDPICC User checkboxes to assign a license to that user

To remove access from a specific user:

  1. Scroll or Search for the user record in the Search People search engine

  2. Uncheck the applicable CoM User and/or MEDDPICC User checkboxes to remove a license from that user

Read-Only Licenses

On the Manage Members tab, administrators can grant Read-only licenses to current Salesforce users. Read-only licenses allow non-sales and non-customer-facing roles visibility to view, but not edit, information within Opportunity Manager®.

Uploading Users in Bulk

It is possible to grant users access to Opportunity Manager® in bulk. To do this, you will follow the standard bulk update process that your organization follows, and include the following tags per user license type:

Command of the Message® license tag: FMOppMgr__Is_CoM_User__c

MEDDPICC license tag: FMOppMgr__Is_MEDDPICC_User__c

Read-Only license tag: FMOppMgr__Read_Only_User__c

Additional Permissions Required if Not Installed for “All Users”

Only necessary when Opportunity Manager® is not Installed for All Users

Create a New Permission Set

  1. Go to Setup > Users > Permission Sets

  2. Click New

  3. Add a label for the new permission set

    1. For example, ‘Additional Permissions for OM’

  4. Click Save

  5. Go to Object Settings

  6. The following objects need to be configured for access

    1. Opportunity Assessment Answers

    2. Opportunity Assessment Reviews

    3. Opportunity Assessments

    4. Opportunity Competitor

    5. Opportunity Differentiator

    6. Opportunity Proof Points

    7. Opportunity Relationship Maps

    8. Opportunity Value Drivers

  7. Assign the permission set to the required users