Add user permissions for Prospect Research Request Management

1. From the Prospects page, click My prospect research page. The Research Request Management page appears.
2. Under Configuration, click Research request.
3. The Prospect Research Request Management Configuration page appears. All existing application users with permission to the Research Request Management page display in the Application User Permissions grid.
4. Click Add. The Add an application user permission screen appears.
5. In the Application user field, enter the domain and user name for the user you want to add. Click the search icon in this field to access a search screen to help you locate the application user.
6. Select Can view requests assigned to others if you want to allow this user to view all requests in Research Request Management. If you do not select this option, the user can see only requests assigned to him.
7. Click Save to save your settings and return to the Prospect Research Request Management Configuration page.

 

 

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