Establish User Permissions for Prospect Research Request Management
You can manage the application users that have access to information stored on the Prospect Research Request Management page. Application users are the individual users of your system. Access to the research data is based on the permissions established in Prospect Research Request Management Configuration.
From the Prospects page, select My prospect research page. The Research Request Management page appears.
Under Configuration, select Research request.
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.
Select Add. The Add an application user permission screen appears.
In the Application user field, enter the domain and user name for the user you want to add. Select the search icon in this field to access a search screen to help you locate the application user.
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.
Select Save to save your settings and return