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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

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:



To change a user’s role

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

  2. Select Settings





  1. Go to Administration > Users







  1. Use the search bar to find the necessary user

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




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

  2. Click Save








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