Invite users to Collaborate in Opportunities

Hello, 

To assist you with your question, could you please provide us with more details? 
If possible, please provide a screenshot or a bit more context about what you're trying to achieve — this will help us understand your request more clearly.

Looking forward to your reply!

Hanna Shevchenko,

Hi Hanna,

here is the detail case :
I've an opportunities, and I want to invite 1 or 2 people to join my OP so they can involve on OP progress/issue update.

So when they login using their account, they can also read & edit those OP

Rgds,

Hi,

To allow other users to contribute to a specific opportunity, click the lock icon in the top right corner, as shown in the screenshot.

From there, you can define the specific permissions you'd like to assign to each user.

If you wish to grant access to all opportunities, please refer to the following guide on configuring object-level access rights (in this case, for the Opportunity object):

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/access-management/object-operation-permissions

You can also configure separate roles with specific access permissions. This allows for more flexible and structured user management.
Learn more about setting up organizational roles here:

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/user-management/organizational-roles

Hope that helps!

Thanks Tomasz