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

---

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 and click on the user’s name to open the Details page.

   

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

6. Click Save.