FAQ: Why am I not seeing the opportunity on my account?

It could happen to you or your account users.

This is due to a feature called Program Level Security. This restricts or allows a user to access and manage opportunities linked to a program. If a user is not assigned to a program, he/she will not be able to see any opportunity linked to the program from her account.

Note: Only an admin can modify this feature.

Program Level Access - Follow the steps below to grant your user permission for Programs:

1. Go To the Main Menu and Select Configurations
2. Under Configuration Select Program Level Security
3. When Under Program Level Security, Select By User
4. Identify the User You Want to Grant Access
5. Select the programs Dropdown Beside the Desired User
6. Check the programs to grant access
7. Select Assign Program