Roles and permissions

Understand roles and permissions for CRM for Sales Pipeline.

Permissions

Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.

TableSales ManagerSales RepSales OpsViewer
master
Contacts Manage / maintain: Manage team Leads, Accounts, Contacts, Opportunities, Activities View: View Contacts linked to own accessible AccountsNo table-specific permission statedNo table-specific permission stated
TerritoriesNo table-specific permission statedNo table-specific permission stated Manage / maintain: Manage Territories, LeadSourcesNo table-specific permission stated
ProductsNo table-specific permission statedNo table-specific permission stated Manage / maintain: Manage duplicate resolution and ProductsNo table-specific permission stated
LeadSourcesNo table-specific permission statedNo table-specific permission stated Manage / maintain: Manage Territories, LeadSourcesNo table-specific permission stated
QuotaPeriods Manage / maintain: Manage QuotaPeriodsNo table-specific permission stated View: View Opportunities, Quotes, StageChanges, ForecastEntries, QuotaPeriodsNo table-specific permission stated
MailboxConnectionsNo table-specific permission stated Manage / maintain: Manage own MailboxConnectionsNo table-specific permission statedNo table-specific permission stated
transaction
Leads Manage / maintain: Manage team Leads, Accounts, Contacts, Opportunities, Activities; Approve team Leads, Quotes, ApprovalRequests when independent of preparer Manage / maintain: Manage own Leads, Accounts, Opportunities, Activities, AccountNotes, ContactNotesNo table-specific permission statedNo table-specific permission stated
Opportunities Manage / maintain: Manage team Leads, Accounts, Contacts, Opportunities, Activities Manage / maintain: Manage own Leads, Accounts, Opportunities, Activities, AccountNotes, ContactNotes View: View Opportunities, Quotes, StageChanges, ForecastEntries, QuotaPeriods View: View scoped Accounts, Opportunities, StageChanges and approved commercial summaries
Activities Manage / maintain: Manage team Leads, Accounts, Contacts, Opportunities, Activities Manage / maintain: Manage own Leads, Accounts, Opportunities, Activities, AccountNotes, ContactNotesNo table-specific permission statedNo table-specific permission stated
ForecastEntriesNo table-specific permission stated Specific actions: Submit own ForecastEntries and ApprovalRequests View: View Opportunities, Quotes, StageChanges, ForecastEntries, QuotaPeriodsNo table-specific permission stated
ContactNotesNo table-specific permission stated Manage / maintain: Manage own Leads, Accounts, Opportunities, Activities, AccountNotes, ContactNotesNo table-specific permission statedNo table-specific permission stated
Quotes Specific actions: Approve team Leads, Quotes, ApprovalRequests when independent of preparerNo table-specific permission stated View: View Opportunities, Quotes, StageChanges, ForecastEntries, QuotaPeriodsNo table-specific permission stated
StageChangesNo table-specific permission statedNo table-specific permission stated View: View Opportunities, Quotes, StageChanges, ForecastEntries, QuotaPeriods View: View scoped Accounts, Opportunities, StageChanges and approved commercial summaries
ApprovalRequests Specific actions: Approve team Leads, Quotes, ApprovalRequests when independent of preparer Specific actions: Submit own ForecastEntries and ApprovalRequestsNo table-specific permission statedNo table-specific permission stated
finance
Accounts Manage / maintain: Manage team Leads, Accounts, Contacts, Opportunities, Activities Manage / maintain: Manage own Leads, Accounts, Opportunities, Activities, AccountNotes, ContactNotes; View Contacts linked to own accessible AccountsNo table-specific permission stated View: View scoped Accounts, Opportunities, StageChanges and approved commercial summaries
AccountNotesNo table-specific permission stated Manage / maintain: Manage own Leads, Accounts, Opportunities, Activities, AccountNotes, ContactNotesNo table-specific permission statedNo table-specific permission stated
  • Sales ManagerView scoped reportsAuthorize team opportunity reopen commands with reversal evidence
  • Sales RepNo approval of submitted terms
  • Sales OpsNo commercial approval or private mailbox content
  • ViewerAccess scoped reports with personal fields maskedNo writes, message bodies, connector secrets or bulk contact exports
Manage / maintain View Specific actions— No table-specific permission statedPermissions also apply to agents

How permissions work

5 rules

Access follows the record’s workspace and role scope across screens, APIs, exports and attachments. An approval requires an independent authorized person and the current protected revision.

Admin

Configures workspace access and connectors; technical administration does not grant commercial approval.

Sales Manager

Owns the assigned team pipeline and independently reviews qualified leads, quote terms and probability exceptions.

Sales Rep

Works own leads and opportunities, prepares proposals and records customer conversations.

Sales Ops

Maintains territory assignments, lead quality and consistent sales records.

Viewer

Reads permitted sales summaries without editing source records or private communication.

The roles

Sales Manager

Owns the assigned team pipeline and independently reviews qualified leads, quote terms and probability exceptions.

Permissions and screens
  • Manage team Leads, Accounts, Contacts, Opportunities, Activities
  • Approve team Leads, Quotes, ApprovalRequests when independent of preparer
  • Review team ForecastEntries
  • Manage QuotaPeriods
  • View scoped reports
  • Authorize team opportunity reopen commands with reversal evidence
Sales Activity SchedulePlanned
Activity NumberSubjectOwnerStart Time
Qualification ReviewSubmitted
Lead NumberCompanyOwnerScore
Quote Approval InboxSubmitted
Quote NumberOpportunityPrepared ByTotal
Sales Rep

Works own leads and opportunities, prepares proposals and records customer conversations.

Permissions and screens
  • Manage own Leads, Accounts, Opportunities, Activities, AccountNotes, ContactNotes
  • View Contacts linked to own accessible Accounts
  • Prepare own Quotes, QuoteLines
  • Submit own ForecastEntries and ApprovalRequests
  • Manage own MailboxConnections
  • No approval of submitted terms
Sales Activity SchedulePlanned
Activity NumberSubjectOwnerStart Time
My LeadsNew
Lead NumberCompanySourceScore
My ForecastDraft
Forecast NumberPeriod LabelCommit AmountBest Case Amount
Sales Ops

Maintains territory assignments, lead quality and consistent sales records.

Permissions and screens
  • Manage Territories, LeadSources
  • Reassign Leads and Accounts within authorized workspace
  • Manage duplicate resolution and Products
  • View Opportunities, Quotes, StageChanges, ForecastEntries, QuotaPeriods
  • No commercial approval or private mailbox content
Closed DealsWon
Opportunity NumberAccountClosed AmountClosed Currency
Pipeline BoardOpen
Opportunity NumberNameStageAmount
My Open OpportunitiesOpen
Opportunity NumberNameAccountStage
Viewer

Reads permitted sales summaries without editing source records or private communication.

Permissions and screens
  • View scoped Accounts, Opportunities, StageChanges and approved commercial summaries
  • Access scoped reports with personal fields masked
  • No writes, message bodies, connector secrets or bulk contact exports
Closed DealsWon
Opportunity NumberAccountClosed AmountClosed Currency
Pipeline BoardOpen
Opportunity NumberNameStageAmount
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