Roles & Permissions (Web)

Article Overview

This article covers the Roles & Permissions feature in SalesRabbit. This feature allows those who have "Settings" access to create specific user Roles and adjust Permissions within those Roles, framing the SalesRabbit experience for each user type.

TIP: All Role types are considered billable users, including Owner/Admins.

Part 1: Accessing Roles & Permissions

This part will cover how to access your account's Roles & Permissions from the Web App.

• Log in to the SalesRabbit Web App and navigate to "Settings" -> "Roles & Permissions".

Part 2: Create/Manage Your Roles

This part will demonstrate how to create and manage your available roles.

Note: there is no "Save" button when creating/editing a role. The system will save your changes as you go.

• To add a new role, select "+ Add Role" underneath your list of available roles.

• Enter the name of your new Role -> select the checkbox.
• That role is now create and a fresh list of editable permission will be available.
  • Note: the permission list for newly created roles will have every permission disabled.

• Click and drag your new role into the hierarchy. 
•  To edit a Role's permission, select the role and the list of permissions for that will will appear. Additionally, options to "Rename" or "Delete Role" will appear in the upper right corner.

Part 3: Editing Permissions for a Role

This part will demonstrate how to edit the permissions for an active role.

• There are three main points to become familiar with when editing permissions:
  • Permission: refers to the actual feature that can be enabled/disabled for a selected role. 
    • Tip: hover your cursor over the grey question mark to view a description of the permission.
  • Level: refers to the tier accessible by the role in relation to the permission listed within the row. Users are able to access a specific permission, but only at a selected level (ex: company level or office level).
    • Example: a Role's with the permission to "View Leads" at the Team level will have access to see the leads of other users on the same team as them. Adjustments to levels/org assignments can be made on the Org Chart.
  • Status: refers to whether or not that permission is enabled or disabled for the selected role.

• To edit an existing Role, first select the Role you'd like to edit the permissions for.
• Navigate to the permission you'd like to edit for that role. Either enable/disable that permission under the "Status" column and change the "Level" at which that role has access to.

Part 4: Available Permissions

This part will list the different permissions available in a SalesRabbit Account. (Updated Aug 2025).

Note: this list may be adjusted as we update the SalesRabbit platform. Certain permissions for add-ons (DataGrid AI, Weather, Scheduler, and Digital Contracts) are only available to account with those add-ons as part of their plan.

• General Permissions
  • Account Settings: ability to view and change your SalesRabbit account settings.
  • Manage Users: ability to view all users in a specified level with the ability to edit and create a user of equal or lesser rank.
  • Delete Users: ability to remove a user in level specified of equal or lower rank from the system.
  • Data Import: ability to import lead data and customer records.
  • View Leads: ability to view all leads from users at a specified level.
  • Add or Delete Leads: ability to individually create leads and delete leads.
  • Move Leads: ability to move leads on the SalesHub mobile app map.
  • Manage Other's Leads: ability to edit, delete, reassign, and export leads owned by all users at a specified level.
  • Batch Delete Leads: ability to delete multiple leads at once.
  • Lead Activity: ability to view individual lead activity/history.
  • View Agreements: ability to view all agreements in the company.
  • Manage Areas: create, assign, and delete areas on the map for a selected level.
  • User Locations: ability to see geographic location of app users at a selected level.
  • Customer Locator: ability to see customer pins on the map.
  • Manage News: ability to manage news settings and delete news sent by any user.
  • Send News: ability to send news to users at a selected level.
  • Initiate Chats: ability to initiate chats with users at a selected level.
  • Manage Campaigns: ability to create, edit, and delete campaigns.
• DataGrid Permissions  (Add-On Feature)
  • DataGrid Areas: ability to view areas graded by DataGrid Buyer Scores.
  • DataGrid Buyer Scores: ability to view DataGrid Buyer Scores for individual homes.
  • DataGrid On-Demand: all pin data will display on the app based on the user's current mobile location.
• Weather Permissions (Add-On Feature)
  • Weather Maps: access to weather map data.
• Scheduler Permissions (Add-On Feature)
  • Schedule for Others: ability to schedule appointments for others.
  • Accept Appointments: other users may add appointments to your calendar.

Pro Tips

• Accessibility is often dependent on the mobile app Filters.
  • Ex: if "Manage Areas" is enabled for a Role, they must adjust the "Areas" filter on the mobile app in order to see which areas have already been create for their permission level.
• If a User is reporting they are not able to see the changes in effect after adjusting their role, and have verified it is not a matter of adjusting Filters, please have them log out and log back in to request the new Permissions from the server.

If needed, link to the next section: Help Center Section