Access rights in Revenue Grid

3 min read - updated few hours ago

Based on users role in Revenue Grid (Regular User vs Admin), and the “Allow access to prospects, owned by the other users” checkbox in General Settings->Teamwork, here is what you can and cannot do on the Audience tab:

When the Allow access to prospects, owned by the other users checkbox ☑Selected ☐Unselected
Regular Users
Are able to look-up/review/add-to-own-sequences those prospects who are owned by other users on SFDC access-level
Can import prospects, owned by other users in SFDC, to Revenue Grid (Giving that the prospects are accessible to them on SFDC access-level)
Can access ALL prospects on the Audience tab
Can delete prospects, owned by other users, from Revenue Grid
Can delete own prospects from Revenue Grid
Admins
Have full access to all prospects listed in Revenue Grid

Access to Activity History of Prospects

When the Allow access to prospects, owned by the other users checkbox ☑Selected ☐Unselected
Regular Users
Have an access to the activity history of own prospects
Have an access to the activity history of the prospects who have been imported to Revenue Grid by other users
Admins
Always have an access to the activity history of all prospects

Access to Templates

Private Read-only for others Editable for others
Regular Users
Can View/Use/Clone and Edit their own Templates
Others can View/Use/Clone such Template (including Saving your Template as a new template while adding a Step to a Sequence)
Others can Edit such Template (including Saving a Template as a new one or Updating it while adding a Step to their Sequence)
Admins
Admins can View/Use/Clone
Admins can Edit

Steps, Analytics and Settings tabs of a Sequence

Private Read-only for others Editable for others
Regular Users
Can View/Use/Clone and Edit own Sequences
Others can View/Clone such Sequence
Others can add recipients to such Sequence
Admins
Admins can View/Clone
Admins can Edit Steps, Settings, Clone, Add Recipients

Recipients tab of a Sequence

Private Read-only for others Editable for others
Regular Users
Can Add/Remove recipients to own Sequences, or Execute actions (e.g. Finish own Sequence for a particular prospect)
Others can Add/Remove recipients to such Sequence, or Execute actions (e.g. Finish such Sequence for a particular prospect)
Admins
Can Add/Remove recipients to such Sequence, or Execute actions (e.g. Finish such Sequence for a particular prospect)




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