Access rights and where to update them

Access rights determine what a User can view and edit within QuarterOne. The primary User, or the user that created the Organization account, is by default an 'Admin' access rights User. They can change succeeding User's access rights and assigned Deal Owner.

This can be done be done through the Manage Users tab, under Settings.

Deal Owner

The Deal Owner is the assigned CRM Deal Owner to the User's account. They can be assigned through a drop-down menu in the Manage User settings tab. The drop-down menu is populated with Deal Owners from the Organization's CRM.

QuarterOne will suggest CRM Deal Owners based on the User's email address, but you are free to assign any Deal Owner to a User. Those with access rights of 'Admin' and 'All Deals' do not require a Deal Owner for their accounts to work. However, those with the 'My Deals' access rights will have to be assigned a Deal Owner otherwise they won't see any deals in their Pipeline.

Why assign Deal Owners and use My Deals access

Having a Deal Owner assigned to a User allows for quick viewing of that person's deals in the Pipeline, through the pre-set, 'My Deals' view. More on Pre-set views on our Article: Creating Save Views.

While giving Users 'My Deals' access rights focuses their QuarterOne data views only on Deals and Targets associated to them. This filters the graphs in the Dashboard and Insights pages, as well as the data breakdown in the Pipeline page. Organizations can use the 'My Deals' User access for their individual sales people so that they're view is limited to what they directly have an effect on.

Access Rights Table

Admin

All Deals

My Deals

Account Settings

View and Edit

No access

No access

Payment Method

View and Edit

No access

No access

Deal Information (Affects the data in the Dashboard, Insights, and Pipeline pages)

All selected Deals from the CRM

All selected Deals from the CRM

Only Deals associated with the assigned Deal Owner

Dashboard graph

View all information

View all information

No Prediction and Velocity Metrics

Insights - Pipeline performance

View all information

View all information

No Owner Filtering

Insights - Deal slippage

View all information

View all information

No Filtering

Pipeline Baseline

Set and View

Set and View

View only

Pipeline Saved Views

Create their own, and see view created by 'All Deals' Users

Create their own, and see view created by 'Admin' Users

Create their own

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