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.

Focused User is available on the Business and Max plans. Upgrade here.

Create a Focused User

💡 You can also change the Access level of an existing user to a Focused User.

Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → click on + Add user.

User, Plans and Billing page l User tab l Click on the orange

In the User Details pop-up, enter values for First name, Last name and Email address (Username) fields.

Under Access select Focused User from the drop-down → click on Next to select permissions for this user.

Add user pop-up l User details l Add first name, last name, email address and select

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

Add user pop-up l User details l Select the appropriate permissions for this new Focused User by ticking the the box in front of the permissions.

Now that the Focused User has been created you can assign contacts to the Focused User for them to start their work.

Select the Focused User under the Team Stream dropdown on the left-hand side of the Action Stream page or Contacts page.

💡 Focused Users can see only their assigned contacts, but Admins, the account owner, and other users can view them via the Team Stream dropdown.

Permissions of a Focused User

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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:

Contacts

Delete contacts
Own private contacts
Export contacts (and deals) in bulk
Save to Google Contacts
Download vCard
Allow full (two-way) email sync)

Deals

Delete deals
View Pipeline page
Edit own targets

Activity & Reporting

View Activity page
Create and edit reports

Bulk Updates

Bulk update Status
Bulk update contact Owner

Autoflow & Web Forms

Add/Edit/Delete Autoflows
Add/Edit/Delete Web Forms

Products & Services

Add/Edit Deal items

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

Privileges of a Focused User

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Add new contacts, view, edit, and delete existing contacts assigned to them.
Add and view deals associated with contacts they own in the Contacts 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.

Focused user receive a notification on the Account view if there exist other contacts that they cannot see.

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.

💡 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.

💡 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

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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 in your CRM and the fact that Focused Users cannot access any contact that is not owned by them / assigned to them.

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. Once the ownership changes, any Next Actions and Queued actions assigned to the Focused User will be reassigned to the new owner of the contact.
Next Actions can only be assigned to a Focused User for contacts that are 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.

Focused User

In this article:

Create a Focused User

Permissions of a Focused User

Privileges of a Focused User

Focused User Limitations

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