Introduction to Role Management
  • 07 Sep 2020
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Introduction to Role Management

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While you have to make sure your data is secure and protected, you also need to ensure an appropriate balance of control and collaboration between your teams and team members.

Check how you manage permissions at the role level using the Role management feature. Making changes to the access-level of a role will automatically impact the users categorized under that role. Revv has three default roles already created for you. These include:

  1. Sales Representative Role
  2. Sales Operations Role
  3. Sales Leadership Role

In this section you can also find the list of tasks that can be performed by each of these default roles.

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