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://wiki.alano.ai/guide/
Customizationhttps://wiki.alano.ai/guide/customization-8ddSaxvPIY/
Welcome to Alanohttps://wiki.alano.ai/guide/welcome-to-alano-1dTWipd7yW/
Featureshttps://wiki.alano.ai/guide/features-TcyTIG1kHe/
Contacts/Customershttps://wiki.alano.ai/guide/contactscustomers-LZZkPk05en/
Alataskshttps://wiki.alano.ai/guide/alatasks-rfB2f4M6Ho/
Dealshttps://wiki.alano.ai/guide/deals-glGb1Ojq9n/
Price Controlhttps://wiki.alano.ai/guide/price-control-EG1yfVJarE/
Manager Review Rightshttps://wiki.alano.ai/guide/manager-review-rights-Al76Cjbfxv/
Deals Linkinghttps://wiki.alano.ai/guide/deals-linking-LZdn0NLWM6/
AI Document Generationhttps://wiki.alano.ai/guide/ai-document-generation-eKD81uBZzg/
Persons Association (Deals)https://wiki.alano.ai/guide/persons-association-deals-MDL8MZEPMs/
Create Dealshttps://wiki.alano.ai/guide/create-deals-bTCBCHHwrL/
Custom Objectshttps://wiki.alano.ai/guide/custom-objects-vKkregeoYs/
Alanoteshttps://wiki.alano.ai/guide/alanotes-qFBrxuMSQa/
Resourceshttps://wiki.alano.ai/guide/resources-C4DgheeRju/
Intelligencehttps://wiki.alano.ai/guide/intelligence-C27rBzbm0P/
Settingshttps://wiki.alano.ai/guide/settings-WGYKnuS6lc/
Alano AI Chatbothttps://wiki.alano.ai/guide/alano-ai-chatbot-V1d6NJepW1/
Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/deal-visibility-restrictions-xU6acEpKte