Role Permissions

Information:
This document discusses available permissions for users, for more information on inviting a user, managing a user, or how to limit a user’s view based on the role assigned, refer to the corresponding articles.

When editing a role, you have two main areas to consider:

Information:

Role name
Description
Historical start date
Type
Commission type
Productivity profiles

Permissions: Delegate read-only or read-write permissions for the following modules:

Territory
Team
Product
Industry
Roles
Reports
Policies
Plans
Chat
Assignments

To adjust role permissions:

Access your Fullcast instance and switch plans if applicable.
Click Manage Roles on the Roles tile.
Select an existing role to edit or click “Add New” to create a new role.
Figure 1. Button Callout
Click the permissions tab and update the permissions as needed.
Figure 2. Updating Permissions

The following table displays the permissions available for configuration on a standard user profile.

Business Action	Permission	Available Options
Territory	Territory operations: Create, Delete, Update Nodes, Rename Nodes, Copy Nodes	Read Only Read Write
Territory	Account Operations: Move accounts, edit account details (custom field), add notes, named account, etc.	Read Only Read Write
Territory	Targets Operations: Create, Delete, Update Targets, Distribute, Rollup.	Read Only Read Write
Territory	Assignment Operations: Create, delete, update assignments including workflows.	Read Only Read Write
Territory	Balancer: Edit configuration of balancer, etc.	Read Only Read Write
Territory	Rerun Rules	Read Only Read Write
Territory	Commit Operations	Read Only Read Write
Territory	Capacity	Read Only Read Write
Team	Team Operations: Create, delete, update nodes, rename nodes, copy nodes.	Read Only Read Write
Team	People Operations: Move people edit people details (custom field), add notes, etc.	Read Only Read Write
Team	Targets Operations: Create, delete, update targets, distribute, rollup.	Read Only Read Write
Team	Assignment Operations: Create, delete, update assignments including workflows.	Read Only Read Write
Team	Team - Rerun Rules	Read Only Read Write
Team	Team - Commit Operations	Read Only Read Write
Team	Team - Capacity	Read Only Read Write
Team	Team - Organization Chart Operations: Edit Definition	Read Only Read Write
Product Groups	Product Group Operations: Create, delete, update nodes, rename node, copy nodes.	Read Only Read Write
Product Groups	Product Item Operations: Move product, edit product details (custom field), add notes, etc.	Read Only Read Write
Product Groups	Target Operations: Create, delete, update targets, distribute, rollup.	Read Only Read Write
Product Groups	Assignments Operations: Create, delete, update assignments including workflows.	Read Only Read Write
Product Groups	Rerun Rules	Read Only Read Write
Product Groups	Commit Operations	Read Only Read Write
Product Groups	Capacity	Read Only Read Write
Industry	Industry Operations: Create, delete, edit.	Read Write (Only Tenant Administrator)
Industry	NAICS Operations: Create, delete, move, edit, etc.	Read Write (Only Tenant Administrator)
Industry	Commit Operations	Read Write (Only Tenant Administrator)
Roles	Role Operations: Create, delete, edit roles, retire, recalculate productivity profile.	Read Write (Only Tenant Administrator)
Reports	Dashboard Operations: Create, Delete, Edit.	Read Only Read Write
Reports	Chart Operations: Pin charts to dashboards.	Read Only Read Write
Policies	Policy Operations: Create, delete, edit policies.	Read Only Read Write
Policies	Activate/Enable policies.	Read Only Read Write
Plan	Plan Operations: Create, delete, clone, edit, etc.	Read Write (Only Tenant Administrator)
Chat	Chat Operations	Read Only Read Write
Assignment Scope	Giver permissions based on past assignments.	True False
Assignment Scope	Giver permissions based on currently active assignments.	True False
Assignment Scope	Giver permissions based on future dated assignments.	True False