How to Restrict Opportunity Visibility for Account Team Members?
Last updated on AUGUST 30, 2016
Applies to:Oracle Fusion Opportunity Management - Version 126.96.36.199.0 and later
Oracle Fusion Opportunity Management Cloud Service - Version 188.8.131.52.0 and later
Information in this document applies to any platform.
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.
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