Roles & Permissions

Article Overview

In this article, we cover how to create, rename and delete roles in your SalesRabbit+ account as well as how to edit permissions for each role in your workspace.

TIP: Only users with administrative access can make changes to this section.

Part 1: Managing Roles

This part will cover how to create, rename, and delete roles in your workspace.

• Go to hop.salesrabbit.com and log into your SR+ account
• Once logged in, on the left hand side, select the "Settings" dropdown -> click "Roles".

• In the Roles section, there will be a list of created Roles (default roles are Owner, Admin, Manager, Rep).
• Users can can add, edit, rename, and rearrange the hierarchy/order of these roles as need.

• Clicking "Add Role" allows users to create a new role.
• Name the new role -> click "Create" to add it to your list of existing roles.
  • Note: in the example below, we have created a new role called "New Role".

• After selecting an existing role, an "Actions" button will be on the right side of the screen, allowing users to "Edit Details" (the name) for that role, or to "Delete Role".

Part 2: Editing Role Permissions

This section will cover how to adjust the permission set for a specific role(s).

• A user's role ultimately determines what that user can do and see within a SalesRabbit+ workspace.
  • Note: a user's permissions will apply to their current Team Assignment (and associated sub-teams), but not to teams you do not have access to in your workspace.
• To edit the permissions for a role, first select the role you'd like to edit on the Roles & Permissions page on the Web App.
• To the right of the list of roles will be a list of permissions for the role you've chosen. 
• The listed permissions will have a checkbox(es) to the right, allowing users to determine whether or not the selected role has that permission enabled.
  • View Permission Checkbox:
    • Allow users to see or access certain information or features.
  • Manage Permission Checkbox:
    • Allow users to make changes, edit, or control certain aspects of the system.
• When editing a role's permission, be sure to click "Save" in the bottom right corner to apply any changes made.

Part 3: Available Permissions

This section will briefly describe each permission available in SalesRabbit+.

Note: Permissions available to your workspace may depend on your SalesRabbit+ account type (Team, Pro, Enterprise...) and your add-on features.

• After creating a role, in the center of the screen, you can choose what each role has the power to do within your SalesRabbit+ account.
• General Permissions:
  • Roles & Permissions: create new roles and adjust role permissions to limit what users can control in the platform.
  • Teams: organize users into team to encourage collaboration and limit data visibility.
  • Users: manage users in your team and define their roles to limit accessibility.
  • Lead Statuses: create and customize statuses for your leads, to better organize your sales efforts.
  • Manage Forms: create and manage forms for your organization.
  • Sales Materials: view or manage sales materials (AKA files) for your team to leverage in the field.
  • Quick Links: create links to easily send details such as name, address, or email from your leads to external systems or tools.
  • Integrations: connect and manage your Workspace's app & website integrations to seamlessly pass your SalesRabbit Data.

• Area Permissions:
  • Areas: draw out territories and assign them to users to work leads in that specific area.
  • Area Activity: view area performance metrics and engagement data to analyze territory effectiveness.
  • Area Settings: allow users to limit assigned areas per user and set automatic removal after inactivity.

• Lead Permissions:
  • Add Leads: allows users to add new leads.
    • Note: recommended to enable if reps are self generating leads.
  • Delete Leads: allows users to delete leads from the workspace.
  • Bulk Delete Leads: allows users to delete multiple leads at once.
  • Move Leads: allows users to move leads on the SalesHub Map on the mobile app.
  • Other Leads: view or manage other reps/user's leads.
    • Note: recommended to enable if users need to view each other's leads on the map. When disabled, users will only see leads where they are the lead owner.
  • Locked Leads: enables access to leads marked as locked, with the ability to edit details that would otherwise be restricted.
  • Lead Activity: view a detailed history of changes made to a lead to get a full overview of what has happened with the lead.
  • Proximity Indicator: view the exact location of a user when they make updates to a lead to ensure your reps are where they are supposed to be.
  • Custom Fields: view or manage custom fields that will display on the lead detail page for your reps to interact with.
  • Import Lead Data: the ability to import lead data via the lead import tool in the web app.
  • Export Lead Data: ability to bulk export lead data from the leads list in the web app (data will be provided via .csv).
  • Campaign Settings: create and manage campaigns for your organization.
  • Campaign Lead Management: view or manage campaign tags on leads.

• Map Permissions:
  • User Location: view a history of reps' physical locations to validate lead authenticity (and to keep track of where users have been).
  • Map Overlays: create & manage Map Overlays that will display on the Mobile & Web Map.

• Appointments Permissions:
  • Note: Appointments permissions are only available to Pro accounts or higher who have requested Advanced Appointment Scheduled to be enabled for their workspace. 
  • Appointment Settings: configure team availability, appointment distribution, and lead status updates for scheduled appointments.
  • Schedule Appointments: enables this team member to schedule appointments on behalf of other team members.
  • Accept Appointments: enable this team member to appear as an option for appointment scheduling.
  • Calendar: view and manage appointments across your entire team.

• DataGrid AI Permissions:
  • Note: DataGrid AI permissions are only available to accounts with the DataGrid AI add-on as part of their plan. 
  • DataGrid AI Areas: view or manage areas with aggregated buyer scores by state, country, or census blocks and assign them to users to work leads in that specific area.
  • DataGrid Buyer Score: view the buyer propensity scores on DataGrid AI areas and pins.
  • DataGrid AI On-Demand: display DataGrid AI pins in a 300m radius from a user's physical location (no need to assign areas in order to view DataGrid pins).

Pro Tips

• When editing a role's permissions, don't forget to click "Save" to apply your changes!
• Permissions to consider enabling for:
  • Reps: Add Leads, Other Leads, Locked Leads (view), Lead Activity, DataGrid AI Buyer Score, DataGrid AI On-Demand.
  • Managers: Sales Materials, Areas, Area Activity, Add Leads, Delete Leads, Other Leads, Locked Leads, Lead Activity, Proximity Indicator, User Location, Import Lead Data, Schedule Appointments, Accept Appointments, Calendar, DataGrid AI Areas, DataGrid AI Buyer Score, DataGrid AI On-Demand.