Roles & Permissions
Where you sit decides whose records you can see. What your profile allows decides what you may do with them. Keep those two apart and the rep two desks over cannot open the book you are working, whatever they are allowed to do to their own.
The same five leads, resolved for six seats
3 of 5 visible- Nina KaurKestrel Health · Meridian
- Ken AdachiNorthbridge · Meridian
- Alan ReyesArdent Logistics · Meridianown
- ••••••••not resolved for this seat
- ••••••••not resolved for this seat
Product figures from the platform’s own defaults - not customer averages
How it works.
Where you sit, and what you may do
Where you sit in the tree governs whose records you can reach. What your profile allows governs the verbs. Several positions can share one template, which is how three regional managers get identical powers over different books of business.
Own means assigned to you
Reading is granted as own, subordinate or everything. Own is the records currently assigned to you, not the ones you originally created, and that distinction is what decides who keeps sight of a lead after it is handed on.
A grant does not travel down the branch
A rule grants one position's records to one other, for reading, writing or deleting. It does not flow down from the source and it does not flow down to the recipient, so a grant to a manager is not a grant to their whole branch.
Who you may hand work to
Each position carries an assignment rule: yourself alone, your peers and everyone beneath, beneath only, or anybody. Named positions widen that by person; a named team widens it to the team as a destination rather than to its members one by one.
One moment in every record.
Every record passes through the same seven. Roles & Permissions is the lit one, and everything either side of it is a different page in this category.
- 01Capture
how it arrives, and from where
- 02Shape
the fields and stages it carries
- 03Find
getting back to the right ones
- 04Work
what happens against it day to day
- 05Advance
moving it toward a decision
- 06Protect
who may see it, and staying clean
- 07Report
what the floor is judged on
The specifics.
8 facts- Two objects
- A role is a position in the tree. A profile is the permission template it uses
- Entities
- Leads, deals, products, vendors, tasks, commission rules and goals
- On the form
- All seven, each with its own row of verbs on the permission profile editor
- Verbs
- Create, read, update, delete, export and import, set per entity type
- Switches
- Sixteen on the profile, all sixteen drawn on the editor, export and import among them
- Visibility
- Own, subordinate or everything, where own is assigned rather than authored
- Sharing
- One position to one other, read, write or delete, with no cascade either way
- Field level
- Granted per field group, which is the unit a profile is given view, edit or delete on
What else writes to this record.
A record is worked by more than one part of the system at once. These are the ones that put something on it, or read it back.
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Map the columns once and walk away. A file of any size is read a piece at a time, a failed row never stops the run, and a restart carries on where it stopped.
The same person landing on your list twice is what this stops. Checked on the email, then the phone, as the record is written, with no score to argue over.
Nobody writes this up. A field change keeps both readings, before and after, beside the notes, mail and tasks, so it still means something in six months.
Every exchange with this lead on one line: calls, voicemails, mail and text. A call lands on the right record by the number it reached, linked by nobody.
A thing owed, by a named person, by a date. At the hour you set it leaves the product to find them, rather than sitting in a list waiting to be spotted.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Leads & Sales CRM
See roles & permissions on your own floor.
Thirty minutes, your numbers and your data. We will set roles & permissions up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included