Access management of Prospects in Cadence
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:
- All the users have access to
- view all prospects.
Who has permission to Pause:
- The Super admin has access to pause prospects.
- The Admin has access to pause prospects.
- The Sales manager has access to pause prospects.
- The Sales agent has access to pause prospects.
Who has permission to Stop:
- The Super admin has access to stop the prospects.
- The Admin has access to stop the prospects.
- The sales manager has access to stop the prospects.
- The sales agent has access to stop the prospects.
Who has permission to Delete
- The Super admin has access to delete the prospect.
- The Admin has access to delete the prospect.
- The Sales manager has access to delete the prospect.
- The Sales agent has access to delete the prospect.
Who has permission to Move to another Cadence:
- The Super admin has access to move any prospect to another cadence.
- The Admin has access to move any prospect to another cadence.
- The Sales manager has access to move any prospect to another cadence.
- The Sales agent has access to move any prospect to another cadence.
Who has permission to owner reassignment:
- The Super admin has access to reassign the owner.
- The Admin has permission to reassign the owner.
- The Sales manager doesn't have permission to reassign the owner.
- The Sales agent doesn't have permission to reassign the owner.
Let's understand in tabular format:
User Roles | Permission to Pause | Permission to stop | Permission to Delete | Permission to Move to another Cadence | Permission to owner reassignment |
Super admin | Has access to pause prospects | Has access to stop the prospects. | Has access to delete the prospect. | Has access to move any prospect to another cadence. | Has access to reassign the owner |
Admin | Has access to pause prospects | Has access to stop the prospects. | Has access to delete the prospect. | Has access to move any prospect to another cadence. | Has permission to reassign the owner. |
Sales manager | Has access to pause prospects | Has access to stop the prospects. | has access to delete the prospect. | Has access to move any prospect to another cadence. | Does not have access to reassign the owner |
Sales agent | Has access to pause prospects | Has access to stop the prospects. | Has access to delete the prospect. | Has access to move any prospect to another cadence. | Does not have access to reassign the owner |