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How to Restrict Opportunity Visibility for Account Team Members? (Doc ID 1915057.1)

Last updated on AUGUST 01, 2018

Applies to:

Oracle Fusion Opportunity Management - Version 11.1.8.0.0 and later
Oracle Fusion Opportunity Management Cloud Service - Version 11.1.8.0.0 and later
Information in this document applies to any platform.

Goal

How can we implement the following requirements:
- If a User is the  a member on the Account Team or Account Territory, they should not see the Opportunities that are associated with the Account unless the user is a member of the Opportunity team;
- Opportunity visibility should be restricted based on Opportunity Owner, Team or Territory and not to do with any Account Visibility Options.
 

Solution

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In this Document
Goal
Solution
References


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