How to set access permissions for a forecast
You can set access permissions for the whole forecast or for the specific records.
Note
For more information about access permissions, read the corresponding article.
Let us take a closer look at setting access permissions for each sales manager to individual forecast. To do this:
1.Open the previously created forecast.
2.Click the 
menu button and select the [Set up access rights] option.
3.On the opened page, set the access permissions.
a.Click the [New] button and select the “Read access right” option in the menu. Select all sales managers in the opened window.
b.Set the edit and delete access permissions for the sales department manager similarly.
c.Save the changes. As a result, the forecast will be available only for sales department employees.
4.On the forecast page, click the employee name. The 
button will appear at the right of the employee name. Click the button and set the access permissions to this forecast string (Fig. 1).
Fig. 1 Switching to access rights setup to the forecast string
5.On the opened page, set the read access permissions for the employee and read, edit and delete access permissions for the employee’s manager. Save the changes.
6.Repeat step 5 for all records in the forecast.
See also
