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Who can create/edit/delete ClosePlan by default
User | Create | Read/Edit | Delete |
|---|---|---|---|
| System Administrator |
|  | |
| Owner of the Opportunity | | | |
| Users above the Opportunity Owner in role hierarchy | | | |
| Other Users with Create/Edit/Delete right and Read/Wright access to Opportunity |
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Playbook Read/Edit accessibility
When a ClosePlan is created, all Events in the Playbook are assigned to the owner of the Opportunity by default.
Playbook Events have independent sharing from the Opportunity. The Opportunity is set to Private sharing mode by default.
ClosePlan distributes sharing access using Managed Sharing, which will make sure that Playbook Event Owner access is granted to the Opportunity Owner as well as the Opportunity Team Members.
Users in the hierarchy above the Users with granted access will also be able to access related Playbook Events.
Other Users must be added to the Opportunity Team, or have the individual Event(s) assigned to them, in order to have access.
| Info |
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Sharing mode for ClosePlan Events can be changed to Public Read-Only, which will allow users to see the Events if they don't have access. |
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