Permission Group - CRM - Filter all owners

In CRM, the option “Filter all owners” within Permissions Group defines which users can appear in the owner filter when viewing or managing opportunities.

ℹ️ Important: If permissions are not assigned, only administrators will have access to the featuresbecause admin users have full CRM visibility.

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🛠️ How to manage permissions in SprintHub

Follow this step by step:

1️⃣ Go to System Settings ⚙ 2️⃣ Click on Permissions Group 3️⃣ Choose one of the options:

• ➕ New Group – to create a permissions group from scratch

• ✏️ Edit – to modify an existing group

4️⃣ Check the ☑️ box to enable the feature to filter all owners 5️⃣ Finish by clicking 💾 Save Changes

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How it works

When this option is enabled, the system allows the user to view and filter opportunities from any owner, even if they are not the direct owner of the opportunity.

When it is disabled, the user will see only opportunities from themselves or their department, limiting the use of the owner filter.

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Use cases

✔ Option enabled – Filter all owners

The user can:

• View opportunities from all owners

• Use the filter Owner to select any user

• Have a broader view of the CRM, such as managers or supervisors

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❌ Option disabled

The user can:

• See only opportunities from themselves

• The filter Owner is not available

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When to use this option

This setting is usually used for:

• Sales managers

• System administrators

• Team leaders

• Users who need to track the performance of the entire team

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Practical example

A sales manager accesses the CRM and wants to filter opportunities by owners such as:

• Pamela Pitanga

• João Silva

• Maria Souza

With the option “Filter all owners” enabled, they will be able to select any of these users in the filter Owner and view their respective opportunities.

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