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:

General Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Account Management	Manage Settings	Configure Account linking and creating settings	X	-
Automation Rules	Manage	Create, update, delete, and toggle Automation Rules	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
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	-

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	-

Cadences

Permission Category	Permission Name	Definition	Admin Default	User Default
Cadences	Manage Personal Cadences	Users can create, edit, delete, archive, tag and run people on their personal Cadences	X	X
Cadences	View & Copy Public Cadences	View and copy public personal Cadences	X	X
Cadences	Admin Personal Cadences	Create, edit, delete, archive and tag People on all personal Cadences	X	-
Cadences	Manage Cadence Ownership	Change owners for personal and Team Cadences	X	-
Cadences	View Team Cadences Overview	View Team Cadences overview	X	X
Cadences	Remove from All Cadences	Remove People from all Cadences they are currently on, regardless of ownership or assignee	X	X
Cadences	Run Team Cadences	Add, remove and run People on Team Cadences	X	X
Cadences	Manage Team Cadences	Create, edit, delete, archive, copy and tag from Team Cadences	X	-

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	-

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	-

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	-

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

People

Permission Category	Permission Name	Definition	Admin Default	User Default
People	Manage People	Create, update, and delete People	X	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	-

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	-

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

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	-

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