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Permissions

Updated

SalesReady includes the following Permission Sets:

  • SalesReady Admin
    • This permission set allows a user to access the SalesReady Configuration and SalesReady Template Builder tabs.
    • These tabs are important for setting up and configuring the app for regular users.
  • SalesReady User
    • This permission set allows a user to access the quote builder component.
    • This permission set allows a user to send quotes through the SalesReady platform, if that setting is enabled by the admin(s).
  • SalesReady Approver
    • This will be used for future SalesReady functionality.
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