The Intelligence Platform dynamically calculates what content each user should be able to access using three kinds of authorization.
-
ABAC Authorization (I can view content I am authorized to view)
-
Activity-Based Authorization (I can view my own content)
-
Team Authorization (I can view the same content as the rest of my team)
This document is about ABAC Authorization.
The Intelligence Platform's Authorization Model protects key records from your CRM within i360:
-
Accounts
-
Opportunities
-
Contacts
-
Leads
The Intelligence Platform manages authorized content with Groups (Go to Settings > Groups)
Each group provides out-of-the-box authorization for things like:
-
Opportunity Owners and Managers
-
Account Owners and Managers
-
Contact Owners and Managers
-
Lead Owners and Managers
-
Opportunity Team Members
-
Account Team Members
It's also possible to configure authorization using CRM property values:
-
Territories or Geographies
-
Overlays
-
Other sales participants (ISR's, BDR's, Sales Engineers, ..etc)
Edit "{CRM} User Matches Opportunity" and "{CRM} User Matches Account",
Intelligence will compare two properties (one from the user, one from the opportunity or account) to determine authorization. Please contact support if you have difficulty with this feature.
What if I just want to give someone visibility, but they don't have a CRM Account?
You can do that too! Edit "{CRM} Opportunity By Type" and "{CRM} Account by Type"
-
Build a content filter for what you want to grant visibility to
-
Assign Membership by Email
If you run into any issues, please contact support.
Replies have been locked on this page!