Complete List of Available Permissions

Permissions let admins control what users can see and do in SalesLoft. You can define a specific set of permissions for each role. The default Admin and User permissions cannot be edited.  

When you first visit this page, the Admin and User default roles will be visible. You can change these to display up to any four roles for side-by-side comparison. To view different roles on the permission page, click the role name in the column header and select an alternative role in the dropdown.  

You can edit any custom roles by checking or unchecking the box related to that particular object's permissions.

There’s a wide range of permissions available to you in SalesLoft. You can pick and choose from any of the permissions listed.

In this article, we will break down the different permissions segments, including: 

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General Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Automation Rules	Manage	Create, update, delete, and toggle Automation Rules	X	-
Deals	Filter Deals Summary	Filter Deals Summary to Groups and Users	X	-
Dispositions and Sentiments	Manage Dispositions and Sentiments	Create, delete and toggle logging requirement for Dispositions and Sentiments	X	-
Fonts	Change fonts	Change font, font size, and color	X	X
Frontend Integrations	Manage Frontend Integrations	Install and uninstall Frontend Integrations	X	-
Home Dashboard	Configurable Dashboard	Ability to configure the home dashboard by resizing and rearranging the panels.	X	X
Hot Leads	Manage Hot Leads	Manage the team Hot Leads Settings	X
Meetings	Manage Meeting Types	Create, update, and delete team meeting types	X	-
Payments	Manage payments	Manage credit card, dialer funds and cancellations	X	-
Roles & Permissions	Manage Roles & Permissions	Create, update, and delete roles; manage permissions	X	-
Scheduled Actions	View Scheduled Actions	View the Scheduled Actions Report for members on your team	X	-
Single Sign-On	Manage Single Sign-on	Configure, test and enable Single Sign On	X	-
Team Management	Manage Team Members	Invite and manage team members, groups and import options	X	-

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Access Control Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Access Control	View All People	View all People in SalesLoft, with no access restrictions	X	-
Access Control	View All Accounts	View all Accounts in SalesLoft, with no access restrictions	X	-
Access Control	Manage All People	Manage all People in SalesLoft, with no access restrictions	X	-
Access Control	Manage All Accounts	Manage all Accounts in SalesLoft, with no access restrictions	X	-

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Account Management Permissions 

Permission Category	Permission Name	Definition	Admin Default	User Default
Account Management	Manage Accounts	Create, update, and delete Accounts	X	X
Account Management	Manage Settings	Configure Account linking and creating settings	X	-
Account Management	Import Accounts from Salesforce	Import individual Accounts or an entire listview from Salesforce	X	X

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Analytics

Permission Category	Permission Name	Definition	Admin Default	User Default
Analytics	View Analytics	View team analytics, filter by user & everyone	X	X
Analytics	Filter by Teammates	Filter analytics by individual teammates and groups	X	-
Analytics	Export	Export team analytics	X	-

 

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Cadences

Permission Category	Permission Name	Definition	Admin Default	User Default
Cadences	Personal Cadences: Manage	Users can create, edit, delete, archive, tag and run people on their personal Cadences	X	X
Cadences	Personal Cadences: Admin	Create, edit, delete, archive and tag People on all personal Cadences	X	-
Cadences	Public Cadences: View & Copy Public Cadences	View and copy public personal Cadences	X	X
Cadences	Team Cadences: View	View Team Cadences overview	X
Cadences	Team Cadences: Run	Add, remove, and run People on Team Cadences	X	X
Cadences	Team Cadences: Create & Edit	Create and edit Cadences for use by the team	X	-
Cadences	Team Cadences: Edit Only	Edit Cadence in use by the team	X	-
Cadences	Team Cadences: Tag	Manage tags for Cadences in use by the team	X	-
Cadences	Team Cadences: Copy to Team Cadences	Copy Team Cadences to use as another Team Cadence (requires Cadence creation permission)	X	-
Cadences	Team Cadences: Copy to Personal Cadences	Copy Team Cadences to use as a personal Cadence (requires Cadence creation permission)	X	-
Cadences	Team Cadences: Archive	Remove Team Cadences from listview while retaining data	X	-
Cadences	Team Cadences: Delete	Remove Team Cadence from use and delete data	X	-
Cadences	Manage Cadence Ownership	Change owners for personal and Team Cadences	X	-
Cadences	Remove from All Cadences	Remove People from all Cadences they are currently on, regardless of ownership or assignee	X	X

 

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Conversation Intelligence 

Permission Category	Permission Name	Definition	Admin Default	User Default
Conversation Intelligence	Manage Conversation Intelligence	Ability to alter how Conversation Intelligence functions for the team	X	-
Conversation Intelligence	Delete Recordings	Ability to delete recordings within Conversation Intelligence	X	-

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Dialer

Permission Category	Permission Name	Definition	Admin Default	User Default
Dialer	Manage Settings	Provision and assign phone numbers	X	-
Dialer	Manage LocalDial	Assign LocalDial users, manage whitelists	X	-
Dialer	Manage recording	Enable/disable recording options and assign users	X	-
Dialer	View team calls	View Team Calls Overview	X	-
Dialer	Manage Messaging	Enabable/disable Messaging	X

 

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Live Calls

Permission Category	Permission Name	Definition	Admin Default	User Default
Live Calls	Coach	Listen to live calls and whisper to reps	X	-
Live Calls	Manage	Manage Live Call Studio	X	-

 

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Live Web Tracking

Permission Category	Permission Name	Definition	Admin Default	User Default
Live Web Tracking	Manage Live Website Tracking Settings	Manage Settings	X	-
Live Web Tracking	View Live Website Tracking	View Live Website Tracking	X	X

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People

Permission Category	Permission Name	Definition	Admin Default	User Default
People	Manage People	Edit, create, and update People	X	X
People	Delete People	Delete People from SalesLoft	X	-
People	Create People When Lofting	Creates a Person record in SalesLoft when Lofting an email.	X	X
People	Toggle DNC People	Mark/unmark People as 'Do Not Contact'	X	X
People	Export People	Export People	X	X
People	CSV Import	Import People from csv	X	X
People	Salesforce Import	Import People from Salesforce	X	X
People	EU Residents	Mark People as EU Residents	X	-

 

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Salesforce 

Permission Category	Permission Name	Definition	Admin Default	User Default
Salesforce	Manage Leads	Create Leads	X	-
Salesforce	Manage Contacts,	Create Contacts	X	-
Salesforce	Manage CRM Logs	View and retry failing team activity logs	X	-
Salesforce	Set Api Threshold	View and set API threshold value	X	-

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Snippets 

Permission Category	Permission Name	Definition	Admin Default	User Default
Snippets	View Others Personal Snippets	View personal Snippets owned by other People	X	X
Snippets	Manage Others Personal Snippets	Create, edit, delete personal Snippets owned by other People	X	-
Snippets	View Team Snippets	View Team Snippets	X	X

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Tasks

Permission Category	Permission Name	Definition	Admin Default	User Default
Tasks	Edit All Tasks	Edit or reassign any user's Task	X	-
Tasks	Delete All Tasks	Delete any user's Task	X	-
Tasks	Run All Tasks	Run any user's Task	X	-

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Templates 

Permission Category	Permission Name	Definition	Admin Default	User Default
Templates	View Team Templates	View Team Templates	X	X
Templates	Manage Team Templates	Create, update, delete, copy, convert, and archive Team Templates	X	-