Tailoring Admin Roles on a New or Existing Opportunity

There may be numerous reasons why you might need to tailor an admin's role on an Opportunity, or edit their  notification settings. You can do all of this in one area!

 First, you’ll want to go to Mission Control and select Opportunities. 

If you know which Opportunity the admin is assigned to, select that Opportunity Name on the left to bring you to that Opportunity’s page. Under Team, select Admins and locate that Admin’s name. Select Actions on the right side and you can Edit (if you are looking to edit what notifications or roles that Admin is responsible for, this is where you would go) or Remove the Admin.

In order to add a new admin, select Add Admin in the upper right corner of the page. 

Search for the new admin in the top search section, Search members, by typing in their name or full email. As you scroll down the page, you will have the chance to add the new admin to different notifications and roles. 

Once you have selected all that you need, click Save Changes at the bottom of the page, and the new admin has been added to the Opportunity.