What are the default groups and what content can I see in Intelligence?

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

CRM Admin
CRM User
Intelligence Admin
Intelligence User
CRM Manager
Lead Owner
Contact Owner
Account (Company) Owner
Opportunity Owner / Split Owner
Forecast Submission Owner
Opportunity Owner Account
Opportunity/Account Team Member
Opportunity Team Member Account
CRM Account by Type / CRM Opportunity by Type
CRM User Matches Account / CRM User Matches Opportunity

CRM Admin

Will be automatically assigned to Intelligence 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"
- 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

Intelligence Admin

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

Intelligence User

Intelligence 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
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 Intelligence 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

What are the default groups and what content can I see in Intelligence?

CRM Admin

CRM User

Intelligence Admin

Intelligence User

CRM Manager

Lead Owner

Contact Owner

Account (Company) Owner

Opportunity Owner / Split Owner

Forecast Submission Owner

Opportunity Owner Account

Opportunity/Account Team Member

Opportunity Team Member Account

CRM Account by Type / CRM Opportunity by Type

CRM User Matches Account / CRM User Matches Opportunity

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