Governance Profile Settings for Outreach Opportunities

Purpose: 

The purpose of this article is to provide direction to Outreach Admins in configuring the governance profile settings for Opportunities. 

Each profile is configured to allow and deny certain permissions. To permit or deny certain actions, Outreach Admins can update the different Governance Profile Settings. 

There are a few reasons organizations would want to enable or disable profile settings for Outreach Opportunities:

• The Outreach and Salesforce Admins want to limit manual updates to opportunities.
• The Outreach and Salesforce Admins want to adjust the Salesforce plugin and Opportunity Stages before allowing access to Opportunities for their Outreach users 
• One team needs access to the Opportunities in Outreach (eg. AE), while other teams do not (eg. SDRs)

Intended Audience: 

• Outreach Admins

Adjusting the Outreach Opportunities Governance Profile Settings:

1. Click on the initials on the bottom left hand side of the Outreach platform and under "User Admin" select "Profiles".
2. Select the profile that needs adjustment. You'll be brought into an overview page of every setting that has associated changes.
   

Scroll down the page until you see the section labeled "Opportunities". From the dropdown menu, select "Permitted" or "Denied" from the following options.

Can Use Opportunities

• Permitted - Individuals that are assigned to this governance profile are allowed to use Outreach Opportunities.
• Denied - Individuals that are assigned to this governance profile cannot use Outreach Opportunities.

Create

• Permitted - Individuals that are assigned to this governance profile are allowed to create opportunities.
• Denied - Individuals that are assigned to this governance profile cannot create opportunities.

Edit

• Any opportunity- Users can make changes to opportunities owned by anyone in their instance.
• Opportunity owned by user or its subordinates - Users can make changes to opportunities they own and team leaders can also make changes to opportunities owned by members of their team.
• Opportunity owned by user -Users can only make changes to opportunities that they own.
• Disabled -Users are unable to edit any opportunities.

 Activities Get Associated with Opportunities

• Permitted - Activities completed by the user will be associated with the prospect’s opportunities.
• Denied -Activities completed by the user will not be associated with the prospect’s opportunities.

Association Dropdown

• Permitted - Individuals that are assigned to this governance profile are allowed to manually associate activities with opportunities, via a drop-down when completing an activity.

• Denied - Individuals that are assigned to this governance profile are unable to manually associate activities with opportunities. Instead, activities will be automatically associated with the prospect’s most recently created or updated open opportunity depending on the setting selected in Opportunities settings.