Use Opportunity visibility rules to control what users can see in InterAction+ AI. These rules help firms balance collaboration and confidentiality by letting administrators manage access at the group level instead of one user at a time. Administrators first enable confidential Opportunities in Firm Settings and then assign visibility rules to user groups. Users can mark individual Opportunities as confidential when access needs to be restricted further.
On This Page
- How Opportunity Visibility Rules Work
- How Confidential Opportunities Affect Visibility
- Where Visibility Rules Apply
- Proxy User Behavior
- Default Behavior for Existing Groups
- Other Applications
- Configure Visibility Rules for a User Group
How Opportunity Visibility Rules Work
| Visibility setting | What users can see |
| View All | All Opportunities, except those marked Confidential where the user is not the Opportunity Owner or on the Opportunity team |
| My Opportunities Only | Only Opportunities where the user is the Opportunity Owner or on the Opportunity team |
| Confidential | Only the Opportunity Owner, Other Team Members, and CRM Administrators |
| CRM Administrator Access | All Opportunities, including those marked Confidential, regardless of group membership |
The Confidential setting overrides the group's default visibility rule for that Opportunity. A user with View All does not automatically see a confidential Opportunity unless that user is the Opportunity Owner, is listed in Other Team Members, or is a CRM Administrator. CRM Administrators always retain access so firms can manage orphaned records if the only deal team member becomes unavailable.
How Confidential Opportunities Affect Visibility
When an Opportunity is marked Confidential, it is visible only to the Opportunity Owner, Other Team Members, and CRM Administrators. Users who are not authorized do not just lose detail access. The Opportunity also stops appearing anywhere visibility rules are enforced. This keeps sensitive pursuits restricted without changing the default visibility assigned to the user's group for all other Opportunities.
Where Visibility Rules Apply
In InterAction+ AI, visibility rules apply anywhere Opportunity access is enforced. This includes:
- Search
- Records
- The Opportunity Grid
- When adding Activities and linking them to Opportunities
- Exports
- Dashboards
- Charts
- Chart drilldown
Proxy User Behavior
If a user is acting on behalf of another user, the proxy user sees the Opportunities that are visible to the user they are representing.
Default Behavior for Existing Groups
When the feature is released, existing user groups are granted View All by default unless an administrator changes the setting later.
Other Applications
Opportunity visibility rules are shared across supported InterAction+ AI applications. The access rules are the same, but the navigation and screen layout may differ. The same confidentiality restrictions also apply in IA365. These articles apply to the full-cloud version of InterAction+ AI. See the related Answer Centers for IA365 and the Mobile App for application-specific information.
Configure Visibility Rules for a User Group
You must have permission to manage Firm Settings and User Groups.
1. In InterAction+ AI, go to Firm Settings > Pipeline Management > General.
2. Click the toggle that allows users to mark Opportunities as confidential and click Save.
3. Go to Firm Settings > Group Management.
4. Click on the Pencil icon for the user group that you want to update.
5. In the Opportunities section, select the visibility rule that you want to apply: All Opportunities or My Opportunities.
6. Select Save.
After you save the change, users in that group can access Opportunities based on the visibility rule assigned to their group. Users with View All can see all Opportunities except confidential Opportunities where they are not the Opportunity Owner or on the deal team. Users with My Opportunities Only can see only Opportunities where they are the owner or on the deal team. CRM Administrators always retain access to all Opportunities, including those marked Confidential.
To learn more, refer to Mark an Opportunity as Confidential.