Focused User

A Focused User can only view contacts assigned to them. Unlike the Account Owner, Administrators and Users, Focused Users can only view and edit the contacts owned by them. 

Plans: Focused User is available on SMB Plus and Enterprise.

In this article:
Create a Focused User
Privileges of a Focused User
Focused User Limitations

Create a Focused User

1
Click on your User profileUsers, Plans, and Billing.

2
Under  Users → click on the  Add user link.

3
In the User Details pop-up, enter values for  First nameLast name and  Email address (Username) fields.
4
Select Focused User in the  Access drop-down.

5
Select  Next to open the  Permissions tab.

6
In the Permissions tab tick each privilege to enable access → click Send email to add the new Focused User.

7
Now that the Focused User has been created you can assign contacts to the  Focused User for them to start their work. 
Note: The contacts assigned to  Focused Users are the only contacts that they will see, however you can view their contacts by selecting their user in the   Team Stream

Permissions of a Focused User

Similar to the general user, the Focused User can be granted different permissions as required. The following are user permissions to which you can give access: 

Delete contacts Own private contacts
Export contacts (and deals) in bulk Save to Google Contacts
Download vCard Delete deals
View Pipeline page Edit own targets
Add / Edit deal items View Activity page
Create and edit reports  Bulk update Status
Bulk update Contact Owner

Note: These permissions are limited to contacts that are owned by them/assigned to them.

Privileges of a Focused User

  • Add, view, edit, and delete contacts assigned to them.
  • Add and view Deals associated with contacts they own in the Contact's page and the Organization view. 
  • Access the Organization view of a contact they own. The Focused User can view all organization activity of their own contacts that belong to the organization. The Focused User will be notified if there are other contacts associated with the organization that are not assigned to them.

  • Import new contacts. If the Focused User creates a duplicate contact with an existing email address, the original contact owner will be notified by email. 

Note: If the Focused User creates a duplicate contact with the same email address, any emails sent to that email address will be logged under all contacts in the account.

  • Run filter and tag contacts owned by them. 

Note: Any filter run by a Focused User may not show the full results of all contacts in the account.

  • View and edit user Preferences and Localization settings.

Focused User Limitations

When you create a  Focused User in OnePageCRM, it's important to note that the Focused Users have different limitations to keep in mind. The limitations are centered around the concept of contact ownership and the fact that Focused Users cannot access any contact that is not owned by them / assigned to them, and so the following restrictions apply: 

  • If the ownership of a contact is changed, the Focused User will no longer have access to the contact and all details related to it. If there are Next Actions and Queued actions assigned to the Focused User, these won't be visible anymore.
  • You can assign Next Actions to a Focused User only if the contact is owned by them.
  • Other users on the account (account owner, administrators, or users) cannot mention or notify Focused Users in Calls, Notes, and Deals if the contact is not assigned to the Focused User.

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