Topics Covered:
- About
- Permissions for Cadence
- Let's understand in tabular format
About: There are different user roles available.
The roles are:
Super Admin: The Super Admin is the user who has access to view all the folders, sub-folders, and cadences and to edit, rename, and delete all his personal cadences. Superadmin can only duplicate the personal cadence of other users.
- This is what the prospect page looks like for Super Admins:
- This is what the cadence page looks like for a Super Admin:
Admin: The Admin is the user who has access to view all the folders, sub-folders, and cadences, and to edit, and rename all his personal cadences. Admins can duplicate the cadence of other users.
- This is what the prospect page looks like for an Admins:
- This is what the cadence page looks like for an Admin:
Sales Manager: The Sales Manager is the user who has access to view all the folders, sub-folders, and cadences.
- This is what the Prospect page looks like for a Sales Manager:
- This is what the cadence page looks like for a Sales Manager:
Sales Agent: The Sales Agent is the user who has access to view all cadences and prospects but can create only personal cadences and just pause and stop prospects. They can duplicate their company cadence.
- This is what the Prospect page looks like for a Sales Agent:
- This is what the cadence page looks like for a Sales Agent:
Permissions for cadences:
Depending on the user's role in cadence, it enables you to view, create, modify, and rename cadences and folders.
Who has permission to view Cadences:
- All roles have access to view all cadences
Who has permission to create Cadences:
- Sales Manager/Admin/Super Admin can create company cadence.
- Everybody can create their own personal cadence.
Who has permission to Rename/Delete Cadences:
- Company cadences can be renamed/deleted by the Manager/Admin/super Admin.
- The Personal cadence can be renamed /deleted by the Sales Agent/Team Manager of the owner, /Admin/Super Admin.
Let's understand in tabular format:
| User Roles | Permission to view Cadences | Permission to Create Cadences: | Permission to Rename/Delete Cadences: | launch/ pause/resume cadence |
| Super Admin | Has Permission to view Cadences | Can create their personal and company cadence. | Can rename and delete their personal and company cadence. | Can launch/pause/ resume their personal cadence and company cadence |
| Admin | Has Permission to view Cadences | Can create their personal and company cadence. | Can rename and delete their personal and company cadence. | Can launch/pause/ resume their personal cadence and company cadence |
| Sales Manager | Has Permission to view Cadences | Can create their personal and company cadence. | Can rename and delete their personal and company cadence | Can launch/pause/ resume their personal cadence and company cadence |
| Sales Agent | Has permission to view Cadences | Can create their personal cadence. But they can not create a company cadence. | Can update and delete their personal cadence. | Can launch/pause/ resume their personal cadence. |
Permissions for folder/subfolder:
Depending on the user's role in cadence, it enables you to view, create, modify, and rename folders.
Who has permission to view the folder/ subfolder:
- All the roles have access to view all the folders/ subfolders
Who has permission to create a folder/subfolder:
- All users can create both company and personal folders and subfolders, while Sales Agents can only create personal ones.
Who has permission to Rename/Delete:
- The Sales agent can rename/delete/add a subfolder in a folder if it was created by him.
- The Sales manager can rename/ delete/ add a subfolder in a folder if it was created by him or a member of his group.
- Admin/Super Admin can rename/ delete/ add a subfolder in any company folder/ Personal folder.
Who has permission to move the subfolder:
- The Sales agent can move subfolder in a folder if it was created by him.
- The Sales manager can move a subfolder in a folder if it was created by him or a member of his group.
- Admin/Super Admin can move a subfolder in any company folder.
Let's understand in tabular format:
| User Roles | Permission to view Cadences | Permission to Create Cadences: | Permission to Rename/Delete Cadences: | Permission to move the subfolder: |
| Super Admin | Has permission to view folders and subfolders | Can create their personal and company folders and subfolders. | Can rename and delete their personal and company folders and subfolders | Has permission to move subfolders to any company folder. |
| Admin | Has permission to view folders and subfolders | Can create their personal and company folders and subfolders | Can rename and delete their personal and company folders and subfolders. | Has permission to move subfolders to any company folder. |
| Sales Manager | Has permission to view folders and subfolders | Can create their personal and company folders and subfolders. | can rename, /delete/add a subfolder in a folder if it was created by him or a member of his group. | Has permission to move subfolders to any company folder if it was created by him or a member of his group. |
| Sales Agent | Has permission to view folders and subfolders. | Can create their personal folders and subfolders. | Can rename and delete their personal folders and subfolders. | Has permission to move subfolder in a folder if it was created by him. |