Roles and permissions

Understand roles and permissions for CRM with Lead Scoring.

Permissions

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

TableMarketing OperationsSales ManagerSales Development RepAccount ExecutiveViewer
master
LeadSources Manage / maintain: Manage LeadSources, Lists, ListMembershipsNo table-specific permission statedNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated
Lists Manage / maintain: Manage LeadSources, Lists, ListMembershipsNo table-specific permission statedNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated
ListMemberships Manage / maintain: Manage LeadSources, Lists, ListMembershipsNo table-specific permission statedNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated
transaction
ScoringEvents View: View workspace Leads, ScoringEvents, ScoringRuns, LeadConversionsNo table-specific permission stated View: View own ScoringRuns, ScoringEvents, PriorityAlertsNo table-specific permission statedNo table-specific permission stated
Leads View: View workspace Leads, ScoringEvents, ScoringRuns, LeadConversions Manage / maintain: Manage team Leads, LeadActivities, LeadNotes Manage / maintain: Manage own Leads, LeadActivities, LeadNotes Manage / maintain: Manage own and explicitly AssignedAE Leads, LeadActivities, LeadNotes View: View permitted Leads with Email and Phone masked
LeadActivitiesNo table-specific permission stated Manage / maintain: Manage team Leads, LeadActivities, LeadNotes Manage / maintain: Manage own Leads, LeadActivities, LeadNotes Manage / maintain: Manage own and explicitly AssignedAE Leads, LeadActivities, LeadNotesNo table-specific permission stated
LeadNotesNo table-specific permission stated Manage / maintain: Manage team Leads, LeadActivities, LeadNotes Manage / maintain: Manage own Leads, LeadActivities, LeadNotes Manage / maintain: Manage own and explicitly AssignedAE Leads, LeadActivities, LeadNotesNo table-specific permission stated
LeadAssignmentsNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated View: View permitted ScoringRuns and LeadAssignmentsNo table-specific permission stated
DuplicateClustersNo table-specific permission stated Specific actions: Approve independent DuplicateClusters resolutionNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated
LeadConversions View: View workspace Leads, ScoringEvents, ScoringRuns, LeadConversions View: View team ScoringRuns and LeadConversionsNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated
ScoringRuns View: View workspace Leads, ScoringEvents, ScoringRuns, LeadConversions View: View team ScoringRuns and LeadConversions View: View own ScoringRuns, ScoringEvents, PriorityAlerts View: View permitted ScoringRuns and LeadAssignmentsNo table-specific permission stated
PriorityAlertsNo table-specific permission statedNo table-specific permission stated View: View own ScoringRuns, ScoringEvents, PriorityAlertsNo table-specific permission statedNo table-specific permission stated
  • Marketing OperationsNo rule activation or ownership reassignment
  • Sales ManagerNo scoring-policy activation
  • Sales Development RepSubmit qualification evidenceNo SQL approval or conversion completion
  • Account ExecutiveApprove assigned qualification submissions independently of the submitting repNo scoring/routing policy edits or self-approved handoffs
  • ViewerView aggregate funnel and score reportsNo contact exports, scoring edits, assignment, conversion or workflow execution
Manage / maintain View Specific actions— No table-specific permission statedPermissions also apply to agents

How permissions work

6 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

Owns access and independently approves proposed scoring or routing policy versions.

Marketing Operations

Prepares lead sources, scoring policy and lead-list hygiene.

Sales Manager

Owns team routing and independent duplicate resolution.

Sales Development Rep

Works assigned prospects and submits qualified leads to the selected account executive.

Account Executive

Reviews assigned qualification handoffs and requests creation of downstream CRM records.

Viewer

Reads permitted funnel summaries with personal contact fields masked.

The roles

Marketing Operations

Prepares lead sources, scoring policy and lead-list hygiene.

Permissions and screens
  • Manage LeadSources, Lists, ListMemberships
  • Prepare ScoringRules, ScoringModels
  • View workspace Leads, ScoringEvents, ScoringRuns, LeadConversions
  • Prepare DuplicateClusters
  • No rule activation or ownership reassignment
Recent Score RunsCompleted
Run NumberLeadRule ScoreApplied Score
Lead BoardNew
Lead NumberCompanyOwnerScore
Assignment HistoryRecorded
Record NumberLeadAssigned ToAssigned From
Sales Manager

Owns team routing and independent duplicate resolution.

Permissions and screens
  • Prepare RoutingRules for own Territories
  • Manage team Leads, LeadActivities, LeadNotes
  • Reassign team ownership through LeadAssignments
  • Approve independent DuplicateClusters resolution
  • View team ScoringRuns and LeadConversions
  • No scoring-policy activation
Lead Activity SchedulePlanned
Activity NumberSubjectLeadOwner
Duplicate ReviewSubmitted
Cluster CodeMatch KeyLead CountPrepared By
Email Domain
My Lead QueueNew
Lead NumberCompanySourceScore
Sales Development Rep

Works assigned prospects and submits qualified leads to the selected account executive.

Permissions and screens
  • Manage own Leads, LeadActivities, LeadNotes
  • View own ScoringRuns, ScoringEvents, PriorityAlerts
  • Read published ScoringRules and LeadSources
  • Add own ListMemberships subject to contact policy
  • Submit qualification evidence
  • No SQL approval or conversion completion
Lead Activity SchedulePlanned
Activity NumberSubjectLeadOwner
My Lead QueueNew
Lead NumberCompanySourceScore
Recent Score RunsCompleted
Run NumberLeadRule ScoreApplied Score
Account Executive

Reviews assigned qualification handoffs and requests creation of downstream CRM records.

Permissions and screens
  • Manage own and explicitly AssignedAE Leads, LeadActivities, LeadNotes
  • Approve assigned qualification submissions independently of the submitting rep
  • Prepare own LeadConversions
  • View permitted ScoringRuns and LeadAssignments
  • No scoring/routing policy edits or self-approved handoffs
Lead Activity SchedulePlanned
Activity NumberSubjectLeadOwner
Qualification InboxSubmitted
Lead NumberCompanyOwnerAssigned AE
My Lead QueueNew
Lead NumberCompanySourceScore
Viewer

Reads permitted funnel summaries with personal contact fields masked.

Permissions and screens
  • View aggregate funnel and score reports
  • View permitted Leads with Email and Phone masked
  • No contact exports, scoring edits, assignment, conversion or workflow execution
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