Article Overview
This article briefly highlights the differences in Roles & Permission settings between the previous version of SalesRabbit compared to the next generation of SalesRabbit.
Tip: for more detailed information, visit the Roles & Permissions Help Center Article.
Part 1: Previous Roles & Permissions
This part quickly reviews how manage Roles & Permissions in the previous version of SalesRabbit.
- Roles & Permissions accessible from the web app under "Settings" -> "Roles & Permissions".
- From here, admins could select a "Role" to edit -> view a list of available permissions -> adjust the "Level" and "Status" of the permission for that role.
Part 2: Updated Roles & Permissions
This part will provide a brief preview of the Roles & Permissions page found in the next generation of SalesRabbit.
Tip: for more detailed information, visit the Roles & Permissions Help Center Article.
- From the SalesRabbit Web App, navigate to "Settings" -> "Roles & Permissions".
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After selecting a "Role", admins are able to edit the permissions for that role.
- Note: a role's permissions apply to the user's Team assignment (and associated sub-teams).
- Admins are able to provide a role with "View" or "Manage" capabilities on the left side.
- Additionally, roles can be created with the "Add Role" button and edited.