Give each team the access and authority its work needs.
CRM brings sales, marketing, sales operations and customer-facing finance into the customer relationship. Access follows the user’s entity, team and responsibilities. The specification separates preparation, approval and confirmed execution so a change of owner or an assistant’s request cannot silently change who may authorize the work.
Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.
| Table | Sales Rep | Sales Manager | Sales Ops | Marketing Manager | CPQ Admin | AR Clerk | Viewer |
|---|---|---|---|---|---|---|---|
| master | |||||||
Contacts | Manage / maintain: Manage own Accounts, Contacts, Leads, Opportunities, OpportunityProducts, OpportunityContacts, Activities and draft Quotes/QuoteItems through parent ownership | Manage / maintain: Manage team Accounts, Contacts, Leads, Opportunities, child product/contact rows, draft Quotes/QuoteItems, Activities, Contracts, Renewals and escalated Cases within entity | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Users | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Territories, RoutingRules, RoutingAssignments, Quotas, CommissionPlans and authorised Users territory/plan summary fields through independent MasterChanges approval | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Territories | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Territories, RoutingRules, RoutingAssignments, Quotas, CommissionPlans and authorised Users territory/plan summary fields through independent MasterChanges approval | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Products | View: View Products, active PriceBooks/PriceBookEntries, approved campaign context, own Orders/Invoices and customer timeline | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Products, PriceBooks/PriceBookEntries, CPQRules and Configurations | —No table-specific permission stated | —No table-specific permission stated |
Campaigns | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Campaigns, CampaignMembers, Segments, Emails/MessageDeliveries, intake Leads/LeadScores and source-backed CommunicationPreferences | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CommissionPlans | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Territories, RoutingRules, RoutingAssignments, Quotas, CommissionPlans and authorised Users territory/plan summary fields through independent MasterChanges approval | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
RoutingRules | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Territories, RoutingRules, RoutingAssignments, Quotas, CommissionPlans and authorised Users territory/plan summary fields through independent MasterChanges approval | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Segments | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Campaigns, CampaignMembers, Segments, Emails/MessageDeliveries, intake Leads/LeadScores and source-backed CommunicationPreferences | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Quotas | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Territories, RoutingRules, RoutingAssignments, Quotas, CommissionPlans and authorised Users territory/plan summary fields through independent MasterChanges approval | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CPQRules | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Products, PriceBooks/PriceBookEntries, CPQRules and Configurations | —No table-specific permission stated | —No table-specific permission stated |
| transaction | |||||||
Leads | Manage / maintain: Manage own Accounts, Contacts, Leads, Opportunities, OpportunityProducts, OpportunityContacts, Activities and draft Quotes/QuoteItems through parent ownership | Manage / maintain: Manage team Accounts, Contacts, Leads, Opportunities, child product/contact rows, draft Quotes/QuoteItems, Activities, Contracts, Renewals and escalated Cases within entity | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Opportunities | Manage / maintain: Manage own Accounts, Contacts, Leads, Opportunities, OpportunityProducts, OpportunityContacts, Activities and draft Quotes/QuoteItems through parent ownership | Manage / maintain: Manage team Accounts, Contacts, Leads, Opportunities, child product/contact rows, draft Quotes/QuoteItems, Activities, Contracts, Renewals and escalated Cases within entity | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Contracts | —No table-specific permission stated | Manage / maintain: Manage team Accounts, Contacts, Leads, Opportunities, child product/contact rows, draft Quotes/QuoteItems, Activities, Contracts, Renewals and escalated Cases within entity | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View Orders, fulfilment/usage, Accounts, Contracts, approved payout totals/earner identity and finance data needed for action | —No table-specific permission stated |
Renewals | —No table-specific permission stated | Manage / maintain: Manage team Accounts, Contacts, Leads, Opportunities, child product/contact rows, draft Quotes/QuoteItems, Activities, Contracts, Renewals and escalated Cases within entity | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Orders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View Orders, fulfilment/usage, Accounts, Contracts, approved payout totals/earner identity and finance data needed for action | —No table-specific permission stated |
CampaignMembers | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Campaigns, CampaignMembers, Segments, Emails/MessageDeliveries, intake Leads/LeadScores and source-backed CommunicationPreferences | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Activities | Manage / maintain: Manage own Accounts, Contacts, Leads, Opportunities, OpportunityProducts, OpportunityContacts, Activities and draft Quotes/QuoteItems through parent ownership | Manage / maintain: Manage team Accounts, Contacts, Leads, Opportunities, child product/contact rows, draft Quotes/QuoteItems, Activities, Contracts, Renewals and escalated Cases within entity | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Cases | Manage / maintain: Manage optional Cases for owned accounts and escalate to Sales Manager | Manage / maintain: Manage team Accounts, Contacts, Leads, Opportunities, child product/contact rows, draft Quotes/QuoteItems, Activities, Contracts, Renewals and escalated Cases within entity | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
MasterChanges | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Territories, RoutingRules, RoutingAssignments, Quotas, CommissionPlans and authorised Users territory/plan summary fields through independent MasterChanges approval | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
RoutingAssignments | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Territories, RoutingRules, RoutingAssignments, Quotas, CommissionPlans and authorised Users territory/plan summary fields through independent MasterChanges approval | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CommunicationPreferences | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Campaigns, CampaignMembers, Segments, Emails/MessageDeliveries, intake Leads/LeadScores and source-backed CommunicationPreferences | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Configurations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Products, PriceBooks/PriceBookEntries, CPQRules and Configurations | —No table-specific permission stated | —No table-specific permission stated |
| line item | |||||||
OpportunityProducts | Manage / maintain: Manage own Accounts, Contacts, Leads, Opportunities, OpportunityProducts, OpportunityContacts, Activities and draft Quotes/QuoteItems through parent ownership | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
OpportunityContacts | Manage / maintain: Manage own Accounts, Contacts, Leads, Opportunities, OpportunityProducts, OpportunityContacts, Activities and draft Quotes/QuoteItems through parent ownership | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
| finance | |||||||
Accounts | Manage / maintain: Manage own Accounts, Contacts, Leads, Opportunities, OpportunityProducts, OpportunityContacts, Activities and draft Quotes/QuoteItems through parent ownership | Manage / maintain: Manage team Accounts, Contacts, Leads, Opportunities, child product/contact rows, draft Quotes/QuoteItems, Activities, Contracts, Renewals and escalated Cases within entity | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View Orders, fulfilment/usage, Accounts, Contracts, approved payout totals/earner identity and finance data needed for action | —No table-specific permission stated |
Sales Rep works assigned accounts, leads and opportunities; Sales Manager works the authorized team. Child records, customer views and exports apply the same restrictions. A territory move preserves the earlier owner and attribution on forecasts and earnings.
Sales Rep records the customer need and qualification evidence. The resulting conversion keeps its account, contact and opportunity identities so a repeated request does not create the same deal again.
Sales Rep may release a known standard quote within every applicable line ceiling. Sales Manager handles commercial exceptions within their authority and independently approves final contract terms. CPQ Admin reviews technical configuration exceptions; that role alone cannot authorize a deeper discount.
A Marketing Manager who did not prepare or materially edit the version approves its audience, content, channel and cadence. Current recipient preferences are checked again at dispatch. Routine rep follow-up follows the separately configured policy.
Sales Ops prepares commission statements and attributable adjustments. An independent Sales Manager who is not the earner reviews the exact statement. AR Clerk independently authorizes the payout request within their limit and outside the preparer, reviewer and payee conflicts. Confirmed settlement establishes payment.
AR Clerk handles eligible billing and routine adjustments within policy. Disputed or above-limit credits and write-offs need a different authorized AR Clerk; refunds always need independent authorization. Missing authority leaves the action pending.
Admin configures identity and approved settings without automatically gaining individual commission or payout access. Viewer receives the permitted customer context and aggregates. Assistants inherit the assigned role and scope; required human decisions remain with the accountable person.
Owns assigned leads, customer relationships, pipeline, quotes, follow-up and renewal work.
Manage own Accounts, Contacts, Leads, Opportunities, OpportunityProducts, OpportunityContacts, Activities and draft Quotes/QuoteItems through parent ownershipDecide evidence-based qualification on assigned Leads and execute the unique reviewed conversionPrepare Contracts and Renewals for owned accountsSubmit nonstandard quotes/final terms for reviewSubmit own ForecastEntries/ForecastItemsManage optional Cases for owned accounts and escalate to Sales ManagerView Products, active PriceBooks/PriceBookEntries, approved campaign context, own Orders/Invoices and customer timelineOwns commercial authority, team forecasts, approved commission basis and contract decisions.
Manage team Accounts, Contacts, Leads, Opportunities, child product/contact rows, draft Quotes/QuoteItems, Activities, Contracts, Renewals and escalated Cases within entityApprove line discounts up to the minimum of price-book MaxDiscountPercent and own ManagerDiscountLimitPercent, independently where requiredApprove beyond-standard commercial exceptions only with explicit ExceptionDiscountLimitPercent and policy ceiling, never by sending them to CPQ AdminIndependently approve final ContractTerms at Negotiate, excluding preparer/material editorsVerify all required current SignatureRequests and activate Contracts/ClosedWon through the guarded actionApprove renewal and termination commercial scopeIndependently approve commercial price/territory/quota/commission MasterChanges and CRMPoliciesPrepares territories, quotas, commissions, data quality and accepted-order operations.
Manage draft Territories, RoutingRules, RoutingAssignments, Quotas, CommissionPlans and authorised Users territory/plan summary fields through independent MasterChanges approvalPrepare merge/dedupe and realignment plans for Accounts/Contacts/Leads, retaining restrictive preferences and historic attributionPrepare Orders/OrderItems from accepted CommercialAllocations and confirm FulfilmentEvents from actual delivery/provisioning evidenceReview UsageRecords meter/completeness evidence within signed termsPrepare CommissionCredits, Commissions, CommissionStatements, CommissionAdjustments and CommissionPayoutsResolve disputes by proposed attributable adjustment and submit for independent Sales Manager reviewView entity commercial/forecast/commission data within operations scopeCannot activate own plan/quota/routing change, approve own statement, release a payout or mark Paid from an outbound request| Lead Number | First Name | Last Name | Company | Source |
|---|---|---|---|---|
| LDS-58458 | First 587 | Last 380 | CMP-926 | Web |
| LDS-85802 | First 579 | Last 378 | CMP-874 | Event |
| LDS-11561 | First 722 | Last 784 | CMP-482 | Referral |
| LDS-29172 | First 183 | Last 665 | CMP-678 | Outbound |
| LDS-71119 | First 392 | Last 502 | CMP-992 | Partner |
| LDS-90205 | First 203 | Last 915 | CMP-423 | Content |
Owns scoped campaign planning, recipient preferences, segmentation and independently approved bulk outreach.
Manage draft Campaigns, CampaignMembers, Segments, Emails/MessageDeliveries, intake Leads/LeadScores and source-backed CommunicationPreferencesPrepare scoring and communication CRMPoliciesIndependently approve bulk CampaignRelease for a version prepared/materially edited by another Marketing Manager, including segment, content, channel, purpose and cadenceRead pipeline/contract outcome scope needed for CampaignAttributions without personal commission or unrestricted finance detailReview suppression-impacting merge/communication changes independently and never clear a recipient restriction merely to merge recordsCannot treat a delivery request as Sent or clear suppression without authorised source evidenceAccess Lead Funnel and Campaign ROI| Lead Number | First Name | Last Name | Company | Source |
|---|---|---|---|---|
| LDS-58458 | First 587 | Last 380 | CMP-926 | Web |
| LDS-85802 | First 579 | Last 378 | CMP-874 | Event |
| LDS-11561 | First 722 | Last 784 | CMP-482 | Referral |
| LDS-29172 | First 183 | Last 665 | CMP-678 | Outbound |
| LDS-71119 | First 392 | Last 502 | CMP-992 | Partner |
| LDS-90205 | First 203 | Last 915 | CMP-423 | Content |
Prepares product, pricing and technical configuration rules and independently reviews technical exceptions.
Manage draft Products, PriceBooks/PriceBookEntries, CPQRules and ConfigurationsPrepare commercial price changes for independent Sales Manager approvalIndependently activate technical rules and approve TechnicalConfiguration exceptions on the exact version, excluding author/material editorView entity Quotes/QuoteItems and commercial decisions for pricing/configuration reviewCannot approve a deeper commercial discount solely by technical role, alter customer-accepted prices or bypass ContractTerms approvalAccess product/configuration audit contextApproval conditions.
Owns operational receivables, accounting reconciliation and independent authorised financial payout requests.
Prepare and issue eligible Invoices/InvoiceItems, TaxAssessments, PaymentsReceived, PaymentApplications, CreditAdjustments/CreditApplications, Refunds and DunningActions within entityVerify actual receipt/settlement evidence and reconcile accounting identitiesApply same-customer bounded cash/noncash allocations with explicit cross-currency evidenceIssue routine within-policy credits/discounts/write-offs and submit disputed/above-limit adjustments for a different authorised AR Clerk's approvalIndependently approve finance policy/master and TaxException changes within assigned scopeIndependently authorise Refunds and CommissionPayouts within converted PayoutLimit, excluding request preparer, statement reviewer and earner/payee conflictPrepare accounting handoff and record authenticated outcomes without implying local GL/recognition ownershipView Orders, fulfilment/usage, Accounts, Contracts, approved payout totals/earner identity and finance data needed for actionReads enterprise sales performance and customer context within configured entity and protected-field boundaries.
View operational customer, pipeline, product, contract, activity, campaign and report records in assigned entity scopeView aggregate commission/forecast performance where authorisedCannot view individual earner compensation, payout beneficiary data, raw provider credentials or private payloads without a separately granted eligible roleCannot mutate records, approve actions or send communicationsAccess read-only report dashboards with the same join and field restrictionsCreate your ERP.AI account and get started with Proto.
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