The InsightSquared Revenue Intelligence Platform dynamically calculates what content each user should be able to access using three kinds of authorization.

  • ABAC Authorization (I can view content I am authorized to view)
  • Activity Based Authorization (I can view my own content)
  • Team Authorization (I can view the same content as the rest of my team)

This document is about ABAC Authorization.

The IS2 Platform's Authorization Model protects key records from integrated sources within IS2:

  • Accounts
  • Opportunities
  • Contacts
  • Leads
  • and more

The IS2 Platform manages authorized content with Groups. You can also find Groups from the dropdown in your left nav by selecting Team Profile then clicking on the Groups tab.

Each group provides out of the box authorization for things like:

Opportunity Owners and Managers
Account Owners and Managers
Contact Owners and Managers
Lead Owners and Managers
Opportunity Team Members
Account Team Members

You can also control a group's feature access and add a user to a group.

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