The Intelligence360 Platform manages authorized content with Groups (Settings > Groups).

CRM Admin

• Will be automatically assigned to Intelligence360 Platform Admins

• Will be automatically assigned to CRM Admins

• Can be manually assigned by Email to provide data visibility

• By Default - Provides visibility to all data with the visibility setting "will be shown to authorized users" or "will be shared with your team" (read more here)

  • Accounts

    • Contacts

      • Account Contact Roles

      • Account Team Members

  • Leads

  • Opportunities

    • Opportunity Stages

    • Opportunity Product Line Items

    • Opportunity

    • Opportunity Contact Roles

  • Users

    • User Roles

  • Campaigns

    • Campaign Members

  • Issues / Cases

  • Events

  • Tasks/Activities

CRM User

• Will be automatically assigned to CRM Users (i.e. they have an account in the CRM)

• Typically used for default feature access

Intelligence360 Admin

• Intelligence360 team admins with the "admin" permission are automatically members of this group

Intelligence360 User

• Intelligence360 users are automatically members of this group

• Typically used for default feature access for platform users without a CRM account

CRM Manager

• CRM manager uses the "Manager ID" field on the user record (SFDC/Bullhorn)

• By Default - Provides visibility to:

  • All leads of all direct reports

  • All Accounts of all direct reports

  • All Opportunities of all direct reports

  • All Forecasts of all direct reports

  • All Contacts of all direct reports

  • All Tasks/Activities of all direct reports

  • All meetings of all direct reports

Lead Owner

• Any "owner" of a lead in the CRM are automatically members of this group

• By Default - Provides visibility to:

  • All Leads You Own

    • All Activities

    • All emails/meetings

    • All campaign engagement

Contact Owner

• Any "owner" of a contact in the CRM are automatically members of this group

• By Default - Provides visibility to:

  • All Contacts You Own

    • All Activities

    • All emails/meetings

    • All campaign engagement

    • Related account

    • Related Opportunities

    • Roles

Account (Company) Owner

• Any "owner" of a lead in the CRM are automatically members of this group

• By Default - Provides visibility to:

  • All Accounts You Own

    • All Activities

    • All emails/meetings

    • All campaign engagement

    • All Notes

    • All Opportunities

    • All contacts

Opportunity Owner / Split Owner

• Any "owner" of a opportunity or opportunity split in the CRM are automatically members of this group

• By Default - Provides visibility to

  • All Opportunities

    • All Activities

    • All emails/meetings

    • All campaign engagement

    • All Notes

    • All Opportunities

    • All contacts

    • All Opportunity Products

Forecast Submission Owner

• Any "owner" of a Forecast in Intelligence360 are automatically members of this group

• By Default - Provides visibility to

  • The forecast they own

Opportunity Owner Account

• Any "owner" of an opportunity in the CRM are automatically members of this group

• By Default - Provides visibility to

  • The related account for any opportunity they own

Opportunity/Account Team Member

• Any "team member" of an opportunity/account in the CRM are automatically members of this group

  • Typically used for overlays like sales engineers and solutions consultants

• By Default - Provides visibility to

  • Any account/opportunity they are a team member of

    • All Activities

    • All emails/meetings

    • All campaign engagement

    • All Notes

    • All Opportunities

    • All contacts

    • All Opportunity Products

Opportunity Team Member Account

• Any "team member" of an opportunity in the CRM are automatically members of this group

• By Default - Provides visibility to

  • The related account for any opportunity they are a team member of

CRM Account by Type / CRM Opportunity by Type

• Any manually assigned member of this group

• By Default - Provides visibility to

  • All Opportunities/Accounts that match the content filter of the group

    • All Activities

    • All emails/meetings

    • All campaign engagement

    • All Notes

    • All Opportunities

    • All contacts

    • All Opportunity Products

CRM User Matches Account / CRM User Matches Opportunity

• Compare the a field (like email) of a CRM user to a field on a CRM account/opportunity record, if they match they will automatically be assigned to this group

  • Typically used for manual assignment (sales engineers / solutions consultants) or automated territory management use cases

• By Default - Provides visibility to

  • All Opportunities/Accounts that match the field comparison

    • All Activities

    • All emails/meetings

    • All campaign engagement

    • All Notes

    • All Opportunities

    • All contacts

    • All Opportunity Products

Staffing Specific Groups

Candidates

• Users see candidates they own

Notes

• Users see notes they created, notes on candidates they own, and notes on job orders they own

Appointments

• Users see appointments they organized or attended, appointments tied to candidates they own, and appointments for job orders they own

Internal Submissions

• Users see internal submissions they created, internal submission on candidates they own, and internal submission on job orders they own

Client Submissions

• Users seen client submissions they did, client submissions on candidates they own, and client submissions on job orders they own

Job Orders

• Users can see job orders they own

Placement Commissions

• Users can see placement commissions they own

Placements

• Users can see placements on candidates they own and placements on job orders they own