User Roles in Revenue Grid

3 min read

Starting from 2308 summer release, a unified platform-wide role assignment was introduced. Now, the role assigned to a user on the Details page in Settings > Administration> Users > Username applies to all Revenue Grid products.

The table below provides a list of permissions for each role in each Revenue Grid product. Note, depending on the purchased license, the access may differ. For example, if your company does not have a Sidebar license, users won’t be able to access any Sidebar-related settings.

Note

If your company business flow requires limiting users access to specific setting sets (e.g., Sidebar customization, sync settings), submit a corresponding request to our CSM team.

Role	Sidebar & Sync	Sequences	Intelligence
User	Manage personal settings: Sync settings Sidebar customization My connectivity	Manage personal settings: Sync settings Sidebar customization My connectivity Sequences-related settings View platform-wide sequences settings	Manage personal settings: Sync settings Sidebar customization My connectivity Create Signals configuration rules if enabled by admin
Profile admin	Change profile-wide and default Sidebar & Sync settings Manage users belonging to the Profile: Change users' personal Sidebar & Sync settings View users' activity and sync errors log	Change profile-wide and default Sidebar & Sync settings Manage users belonging to the Profile: Change users' personal Sidebar & Sync settings View users' activity and sync errors log	Change profile-wide and default Sidebar & Sync settings Manage users belonging to the Profile: Change users' personal Sidebar & Sync settings View users' activity and sync errors log
Platform admin	Manage all Profiles, Licenses, and users within a tenant	Manage all Profiles, Licenses, and users within a tenant Manage Platform settings: Change company-wide schedules, signatures, and settings Change all users' personal settings Review any user's Action Center Create and delete users Change users' roles Create endorsed and multi-owned sequences Edit and delete any user's sequences and templates View team productivity and performance reports Manage all recipients	Manage all Profiles, Licenses, and users within a tenant Manage Platform settings: Create Signals configuration rules (core signals) Allow signals configuration management for specific users

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To change a user’s role

1. Click on your profile photo in the upper right corner of the interface

2. Select Settings

3. Go to Administration > Users

4. Use the search bar to find the necessary user

5. Click on the user’s name to open the Details page

6. Select the required role from the Roles drop-down list

7. Click Save