Deal Visibility Restrictions
Deal Visibility Restrictions control which group can see a deal within your organization.
By default, if no group owner is set, all organization members can view the deal.
Step 1: Open a Deal
Go to Deals
Open the deal you want to manage
Click on the Admin tab
Step 2: Set a Visibility Group Owner
Locate Visibility Group Owner
Click Set Group
Step 3: Select the group
Search for or select the group that should have access to this deal
Click Set as Owner to apply
If no group owner is set, the deal is visible to all organization members
You can update the visibility group at any time from the Admin tab
Related guide pages
Alano User Guidelinehttps://alano.ai/docs/
Customizationhttps://alano.ai/docs/customization-8ddSaxvPIY
Welcome to Alanohttps://alano.ai/docs/welcome-to-alano-1dTWipd7yW
Featureshttps://alano.ai/docs/features-TcyTIG1kHe
Contacts/Customershttps://alano.ai/docs/contactscustomers-LZZkPk05en
Alataskshttps://alano.ai/docs/alatasks-rfB2f4M6Ho
Dealshttps://alano.ai/docs/deals-glGb1Ojq9n
Price Controlhttps://alano.ai/docs/price-control-EG1yfVJarE
Manager Review Rightshttps://alano.ai/docs/manager-review-rights-Al76Cjbfxv
Deals Linkinghttps://alano.ai/docs/deals-linking-LZdn0NLWM6
AI Document Generationhttps://alano.ai/docs/ai-document-generation-eKD81uBZzg
Persons Association (Deals)https://alano.ai/docs/persons-association-deals-MDL8MZEPMs
Create Dealshttps://alano.ai/docs/create-deals-bTCBCHHwrL
Custom Objectshttps://alano.ai/docs/custom-objects-vKkregeoYs
Alanoteshttps://alano.ai/docs/alanotes-qFBrxuMSQa
Resourceshttps://alano.ai/docs/resources-C4DgheeRju
Intelligencehttps://alano.ai/docs/intelligence-C27rBzbm0P
Settingshttps://alano.ai/docs/settings-WGYKnuS6lc
Alano AI Chatbothttps://alano.ai/docs/alano-ai-chatbot-V1d6NJepW1
Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/deal-visibility-restrictions-xU6acEpKte