Assigning Permissions for Opportunity Functionality

 

This option will appear if you have the Service Desk Edition and Opportunity functionality is enabled in the Feature Basics screen. Select Opportunity on the Details tab in the Support Representative Management | Roles screen to allow or disallow access to iSupport's Opportunity Management functionality.

Reader

Click the Reader checkbox or select View Opportunities to allow the support representative to view any Opportunity record. If this option is not selected, views of Opportunity records will not be included on the Desktop for the support representative.

Author

Click the Author checkbox or select Create New to allow the support representative to create headlines. If this option is not selected, the Create Headline option will not be included on the Desktop menu.

Editor

Click the Editor checkbox to select all Editor permissions, or select one or more of the following. Note: the View permission is required for these permissions.

  • Edit: Select to allow the support representative to update Opportunity records.

  • Edit Closed: Select to enable modification to allow the support representative to modify the Assignee, Stage, Type, Estimated Close Date, Purchase Order, and Probability fields after a stage requiring a win/loss reason is selected in the Opportunity screen and the opportunity is saved.

  • Change Description: Select to allow the support representative to make an entry in the Description field in the Opportunity screen.

  • Change Invoice: Select to display the Add button in the Invoice field in the Opportunity screen for adding a file, as well as an Invoice Unpaid icon if a file is added. A support representative can click this icon to flag the invoice as Paid . If this permission is not selected, the Add button will not appear.

  • Export to QuickBooks: This option is included if QuickBooks integration is enabled; select to display the Export to QuickBooks icon in the Opportunity screen for the support representative to export the customer, company, and selected products and prices to QuickBooks.

  • Delete: Select to allow the support representative to delete Opportunity records. If this option is not selected, the Delete option will not be included in the Opportunity screen.