Create Roles
  • 07 Sep 2020
  • 1 Minute to read
  • Dark
    Light
  • PDF

Create Roles

  • Dark
    Light
  • PDF

Article Summary

Roles are the designations of Revv Users, mostly based on their responsibilities. i.e, each user will be assigned a role. Each role will be treated as a User group whose permissions can be managed. To create a new Role (coming soon), simply click “Create New Role” and enter the Role title. Revv has 3 Roles created by default and cannot be altered.

  • Sales Representative
  • Sales Manager
  • Sales Operations

Note: Revv also supports another role Account Owner. However, account owner has all the permission set that of Sales Ops.

Use Revv Role page to create roles and provide permissions.



Was this article helpful?