Managing User Roles & Permissions
Users may have multiple roles. If a User has multiple roles they will received the combined set of permissions available.
Administrator
As an Admin, you will have access to all management and configuration settings for the entire application. In addition to setting up RevOps, Admins can edit any deals, manage and override any guardrail and approvals, and administer Users. Users with this role can access everything including:
- Create, approve, and manage deals
- Manage signatories for deals
- Create, update, and delete SKUs and terms
- Create, update, and delete workflows
- Create, update, and delete templates
- Add and remove users and teams
- Configure integrations
Deal Desk Manager
As a Deal Desk Manager, you will have access to all management and configuration of deals. Deal Desk Managers can edit any deals, override all guardrails and approvals, and manage deal signatures. The table below shows some examples of what a User with this role can and cannot do.
| Permission | Allowed |
|---|---|
| Create, approve, and manage all deals | ✅ |
| Create, update, and delete templates | ✅ |
| Assign signatories to deals | ✅ |
| Create and update workflows | ❌ |
| Create, update, and delete SKUs and Terms | ❌ |
| Manage users and teams | ❌ |
| Configure integrations | ❌ |
Sales Manager
The table below shows some examples of what a User with this role can and cannot do.
| Permission | Allowed |
|---|---|
| Create and edit deals | ✅ |
| Create, update, and delete templates | ✅ |
| Can approve deals they are assigned to. | ✅ |
| Can sign deals they are assigned to. | ✅ |
| Edit counter signers on deals | ❌ |
| Edit approvers for the deal | ❌ |
| Create and update workflows | ❌ |
| Create, update, and delete SKUs and Terms | ❌ |
| Manage users and teams | ❌ |
| Configure integrations | ❌ |
Sales Rep, Customer Success Manager, Partner Sales
As a Sales Rep, Customer Success Manager, or Partner Sales you will have access to create, edit and collaborate on deals. Once approved, the deals can be shared with your customers for review and signing. The roles of Sales Rep, Customer Success Manager, and Partner Sales all have the same set of permissions. The table below shows some examples of what a User with these roles can and cannot do.
| Permission | Allowed |
|---|---|
| Create and edit deals | ✅ |
| Comment and assign topics | ✅ |
| Configure deal approvers and counter signers | ❌ |
| Approve and sign deals | ❌ |
| Create and update workflows | ❌ |
| Create, update, and delete SKUs and Terms | ❌ |
| Manage users and teams | ❌ |
| Configure integrations | ❌ |
General User
As a General User, you will have access to view and comment on deals. Users with this role cannot create, update, and sign deals, nor can they access and manage other areas of the application. The table below shows some examples of what a User with this role can and cannot do.
| Permission | Allowed |
|---|---|
| View and comment on deals | ✅ |
| Create and edit deals | ❌ |
| Configure deal approvers and counter signers | ❌ |
| Approve and sign deals | ❌ |
| Create and update workflows | ❌ |
| Create, update, and delete SKUs and Terms | ❌ |
| Manage users and teams | ❌ |
| Configure integrations | ❌ |
Developer
As a Developer, you will have access to most areas of the platform through the REST API as well as configuring and managing integrations to and from RevOps. Developers can access most features through the Sandbox mode. However, additional roles will need to be added if the User will be accessing features through the Live instance of the application. The table below shows some examples of what a User with this role can and cannot do.
| Permission | Allowed |
|---|---|
| Access to RevOps REST API, webhooks, and developer tools | ✅ |
| Manage customer accounts and invoices through API | ✅ |
| Configure integrations | ✅ |
| Access Sandbox | ✅ |
| Create and edit deals in Live instance | ❌ |
| Create, update, and delete templates | ❌ |
| Edit counter signers on deals | ❌ |
| Create, update, and delete SKUs and Terms | ❌ |
| Manage users and teams | ❌ |
| Manage customer accounts and invoices through the application | ❌ |
Finance
As a Finance user, you will have access to manage the billing information. The table below shows some examples of what a User with this role can and cannot do.
| Permission | Allowed |
|---|---|
| View and comment on deals | ✅ |
| Manage customer accounts | ✅ |
| Manage invoices | ✅ |
| Create, edit, and sign deals | ❌ |
| Create, update, and delete templates | ❌ |
| Create, update, and delete SKUs and Terms | ❌ |
| Manage users and teams | ❌ |
| Configure integrations | ❌ |
Legal
As a Legal user, you will have access to manage the agreement terms of the deals The table below shows some examples of what a User with this role can and cannot do.
| Permission | Allowed |
|---|---|
| Edit, view and comment on deals | ✅ |
| Create, update, and delete terms | ✅ |
| Attach additional agreements | ✅ |
| Download and Upload DocX files | ✅ |
| Create and sign deals | ❌ |
| Create, update, and delete templates | ❌ |
| Create, update, and delete SKUs | ❌ |
| Create and update workflows | ❌ |
| Manage users and teams | ❌ |
| Configure integrations | ❌ |