Managing User Roles & Permissions

A summary of the features are available to each user role

Summary

Users may have multiple roles. If a User has multiple roles they will received the combined set of permissions available.

Roles Description Type
Admin Users who need access to all areas of the platform. Users with this role can see and manage everything including handling SKU catalog and Term library, overriding guardrails and approving deals, as well as managing Users and Workflows. Licensed
Deal Desk Manager Users who will be managing the deal desk process which involves reviewing, editing and approving any deals. Licensed
Sales Manager Users who will be approving some deals and creating new deal templates. Users with this role can edit any deals but can only approve deals they have been assigned to. Licensed
Sales Rep Users who will only be creating and managing deals.  Licensed
Customer Success Manager Users who will only be creating and managing deals.  Licensed
Partner Sales Users who will only be creating and managing deals.  Licensed
General User Users who will only be viewing and commenting on deals. Users with this role cannot create and update deals, nor access other areas of the application. Free
Developer Users who will only be setting up webhooks and using the RevOps API. Free
Finance Users who will be managing the billing and invoices of customer accounts. Users with this role can manage customer accounts.  Licensed
Legal Users who need access to managing the legal language for deals as well as approving any agreement terms and language used.  Licensed

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.

  • Some of what this User can do include:
    • Create, approve, and manage all deals
    • Create, update, and delete templates
    • Assign signatories to deals
  • Some of what this User cannot do include:
    • Cannot create and update Workflows
    • Cannot create, update, and delete SKUs and Terms
    • Manage users and teams
    • Configure integrations

Sales Manager 

As a Sales Manager, you will have access to 

  • Some of what this User can do include:
    • Create and edit deals
    • Create, update, and delete templates
    • Can approve deals they are assigned to.
    • Can sign deals they are assigned to.
  • Some of what this User cannot do include:
    • 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 permission. 

  • Some of what this User can do include:
    • Create and edit deals
    • Comment and assign topics
  • Some of what this User cannot do include:
    • Configure deal approvers and counter signers
    • Approve and sign deals
    • Cannot create and update workflows
    • Cannot 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.

  • Some of what this User can do include:
    • View and comment on deals
  • Some of what this User cannot do include:
    • Create and edit deals
    • Configure deal approvers and counter signers
    • Approve and sign deals
    • Cannot create and update workflows
    • Cannot 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.

  • Some of what this User can do include:
    • Access to RevOps REST API, webhooks, and developer tools
    • Manage customer accounts and invoices through API
    • Configure integrations
    • Access Sandbox
  • Some of what this User cannot do include:
    • 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 and 

  • Some of what this User can do include:
    • View and comment on deals
    • Manage customer accounts
    • Manage invoices
  • Some of what this User cannot do include:
    • 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 

  • Some of what this User can do include:
    • Edit, view and comment on deals
    • Create, update, and delete terms
    • Attach additional agreements
    • Download and Upload DocX files
  • Some of what this User cannot do include:
    • Create and sign deals
    • Create, update, and delete templates
    • Create, update, and delete SKUs
    • Create and update workflows
    • Manage users and teams
    • Configure integrations