This catalog documents each permission, what it enables in the application, and operational impact.
Total permissions documented: 132
How to read this table
- Application impact: What changes when granted.
- Risk: Operational risk if misassigned.
- Dependency: Base permission required for “View All” style permissions.
- Allowed Products: Product plans where permission can be assigned.
Configure Pricing & Quotation
Approval Processes
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Approval Process | Read-only access to Approval Processes screens and records available to this permission scope. | Low | – | Revspire Configure Price Quotation |
| Create Approval Process | Can create new Approval Processes records/configurations. | Medium | – | Revspire Configure Price Quotation |
| Edit Approval Process | Can update existing Approval Processes records/configurations. | Medium | – | Revspire Configure Price Quotation |
| Activate/Deactivate Approval Process | Can enable/disable Approval Processes records, directly changing availability for users. | High | – | Revspire Configure Price Quotation |
Customer Companies
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Company | Read-only access to Customer Companies screens and records available to this permission scope. | Low | View All Companies | Revspire Configure Price Quotation |
| View All Companies | Org-wide visibility for Customer Companies; bypasses owner-level visibility boundaries. | Low | – | Revspire Configure Price Quotation |
| Create Company | Can create new Customer Companies records/configurations. | Medium | – | Revspire Configure Price Quotation |
| Edit Company | Can update existing Customer Companies records/configurations. | Medium | – | Revspire Configure Price Quotation |
| Delete Company | Can permanently remove Customer Companies records/configurations. | High | – | Revspire Configure Price Quotation |
Order Templates
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Order Template | Read-only access to Order Templates screens and records available to this permission scope. | Low | – | Revspire Configure Price Quotation |
| Create Order Template | Can create new Order Templates records/configurations. | Medium | – | Revspire Configure Price Quotation |
| Edit Order Template | Can update existing Order Templates records/configurations. | Medium | – | Revspire Configure Price Quotation |
| Delete Order Template | Can permanently remove Order Templates records/configurations. | High | – | Revspire Configure Price Quotation |
Pricebooks
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| Create Pricebook | Can create new Pricebooks records/configurations. | Medium | – | Revspire Configure Price Quotation |
| View Pricebook | Read-only access to Pricebooks screens and records available to this permission scope. | Low | View All Pricebooks | Revspire Configure Price Quotation |
| View All Pricebooks | Org-wide visibility for Pricebooks; bypasses owner-level visibility boundaries. | Low | – | Revspire Configure Price Quotation |
| Edit Pricebook | Can update existing Pricebooks records/configurations. | Medium | – | Revspire Configure Price Quotation |
| Delete Pricebook | Can permanently remove Pricebooks records/configurations. | High | – | Revspire Configure Price Quotation |
| Manage Pricebook Assignments | Can administer advanced Pricebooks configuration and control behavior at team/org level. | High | – | Revspire Configure Price Quotation |
| Activate/Deactivate Pricebook | Can enable/disable Pricebooks records, directly changing availability for users. | High | – | Revspire Configure Price Quotation |
Product Offerings
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Offering | Read-only access to Product Offerings screens and records available to this permission scope. | Low | – | Revspire Configure Price Quotation |
| Create Offering | Can create new Product Offerings records/configurations. | Medium | – | Revspire Configure Price Quotation |
| Edit Offering | Can update existing Product Offerings records/configurations. | Medium | – | Revspire Configure Price Quotation |
| Delete Offering | Can permanently remove Product Offerings records/configurations. | High | – | Revspire Configure Price Quotation |
| Activate/Deactivate Offering | Can enable/disable Product Offerings records, directly changing availability for users. | High | – | Revspire Configure Price Quotation |
Proposals
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Proposal | Read-only access to Proposals screens and records available to this permission scope. | Low | View All Proposals | Revspire Configure Price Quotation |
| View All Proposals | Org-wide visibility for Proposals; bypasses owner-level visibility boundaries. | Low | – | Revspire Configure Price Quotation |
| Create Proposals | Can create new Proposals records/configurations. | Medium | – | Revspire Configure Price Quotation |
| Edit Proposals | Can update existing Proposals records/configurations. | Medium | – | Revspire Configure Price Quotation |
Digital Sales Room
Connection
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Connections | Read-only access to Connection screens and records available to this permission scope. | Low | View All Connections | Revenue Enablement Spark |
| View All Connections | Org-wide visibility for Connection; bypasses owner-level visibility boundaries. | Low | – | Revenue Enablement Spark |
| Add Connections | Controls Connection capability: Add Connections. | Low | – | Revenue Enablement Spark |
| Edit Connections | Can update existing Connection records/configurations. | Medium | – | Revenue Enablement Spark |
| Activate/Deactivate Connections | Can enable/disable Connection records, directly changing availability for users. | High | – | Revenue Enablement Spark |
Content
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Content | Read-only access to Content screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| View All Content | Org-wide visibility for Content; bypasses owner-level visibility boundaries. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Create Content | Can create new Content records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Content | Can update existing Content records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Delete Content | Can permanently remove Content records/configurations. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Download Content | Can export/download Content data or files outside the UI. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Deal Room
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Deal Room | Read-only access to Deal Room screens and records available to this permission scope. | Low | View All Deal Room | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| View All Deal Room | Org-wide visibility for Deal Room; bypasses owner-level visibility boundaries. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Create Deal Room | Can create new Deal Room records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Deal Room | Can update existing Deal Room records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Activate/Deactivate Deal Room | Can enable/disable Deal Room records, directly changing availability for users. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Deal Room layout
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View All Deal Room Layouts | Org-wide visibility for Deal Room layout; bypasses owner-level visibility boundaries. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Create Deal Room layouts | Can create new Deal Room layout records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Deal Room layouts | Can update existing Deal Room layout records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Activate/Deactivate Deal Room layouts | Can enable/disable Deal Room layout records, directly changing availability for users. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Deal Room Setup
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Deal Room Setup | Read-only access to Deal Room Setup screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Deal Room General Settings | Can update existing Deal Room Setup records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Manage Deal Room Login Fields | Can administer advanced Deal Room Setup configuration and control behavior at team/org level. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Manage Deal Room Stage Mapping | Can administer advanced Deal Room Setup configuration and control behavior at team/org level. | High | – | Revenue Enablement Spark |
| Manage Deal Room Change Request Form | Can administer advanced Deal Room Setup configuration and control behavior at team/org level. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Request Content | Allows users to submit and track content requests outside deal rooms. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Manage Content Archive Users | Can administer advanced Deal Room Setup configuration and control behavior at team/org level. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| View Service CRM Connection | Read-only access to Deal Room Setup screens and records available to this permission scope. | Low | – | Revenue Enablement Spark |
| Manage Service CRM Connection | Can administer advanced Deal Room Setup configuration and control behavior at team/org level. | High | – | Revenue Enablement Spark |
Email Templates
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Email Templates | Read-only access to Email Templates screens and records available to this permission scope. | Low | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Create Email Templates | Can create new Email Templates records/configurations. | Medium | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Email Templates | Can update existing Email Templates records/configurations. | Medium | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Activate/Deactivate Email Templates | Can enable/disable Email Templates records, directly changing availability for users. | High | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| View Email Placeholder Fields | Read-only access to Email Templates screens and records available to this permission scope. | Low | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Generate AI Email Templates | Can auto-generate Email Templates assets/content and accelerate execution workflows. | Medium | – | Revenue Enablement Elevate, Revenue Enablement Spark |
Mailbox
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Mailbox | Read-only access to Mailbox screens and records available to this permission scope. | Low | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Create Mailbox | Can create new Mailbox records/configurations. | Medium | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Activate/Deactivate Mailbox | Can enable/disable Mailbox records, directly changing availability for users. | High | – | Revenue Enablement Elevate, Revenue Enablement Spark |
Playbooks
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Playbook | Read-only access to Playbooks screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Create Playbook | Can create new Playbooks records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Playbook | Can update existing Playbooks records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Activate/Deactivate Playbook | Can enable/disable Playbooks records, directly changing availability for users. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Recycle Bin
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Recycle Bin | Read-only access to Recycle Bin screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Restore Content | Can restore deleted content from recycle bin back into active inventory. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Threads
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Threads | Read-only access to Threads screens and records available to this permission scope. | Low | View All Threads | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| View All Threads | Org-wide visibility for Threads; bypasses owner-level visibility boundaries. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Platform
Analytics
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Reports | Read-only access to Analytics screens and records available to this permission scope. | Low | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Create Reports | Can create new Analytics records/configurations. | Medium | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Reports | Can update existing Analytics records/configurations. | Medium | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Delete Reports | Can permanently remove Analytics records/configurations. | High | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Export Reports | Can export report outputs (CSV/XLSX), enabling offline sharing of analytics. | Medium | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| View Storage Analytics | Read-only access to Analytics screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| View AI Consumption Analytics | Read-only access to Analytics screens and records available to this permission scope. | Low | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| View Audit Logs | Read-only access to Analytics screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
API Tokens
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View API Tokens | Read-only access to API Tokens screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Generate API Tokens | Can create integration credentials that grant API access to Revspire data/functions. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Bulk User Upload
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View all Bulk User Uploads | Org-wide visibility for Bulk User Upload; bypasses owner-level visibility boundaries. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Create Bulk User Upload | Can create new Bulk User Upload records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Download Bulk User Upload Log | Can export/download Bulk User Upload data or files outside the UI. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Company Settings
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| Tenant Administrator | Full tenant-level administrative control across setup and user governance. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Log In As User | Allows impersonation for support/troubleshooting; actions can occur as the target user. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| View User Groups | Read-only access to Company Settings screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit User Groups | Can update existing Company Settings records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Organisation Settings
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Organisation Settings | Read-only access to Organisation Settings screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| View Organisation Products | Read-only access to Organisation Settings screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Organisation Settings | Can update existing Organisation Settings records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Organisation Branding | Can update existing Organisation Settings records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Organisation Privacy Policy | Can update existing Organisation Settings records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Manage Custom Domain | Can administer advanced Organisation Settings configuration and control behavior at team/org level. | High | – | Revenue Enablement Elevate, Revenue Enablement Spark |
Profile Management
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View All Profiles | Org-wide visibility for Profile Management; bypasses owner-level visibility boundaries. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Create Profiles | Can create new Profile Management records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Assign Profile to Users | Can assign Profile Management to users/teams and change downstream access or learning state. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Profiles | Can update existing Profile Management records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Activate/Deactivate Profiles | Can enable/disable Profile Management records, directly changing availability for users. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Report Types
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Report Type Metadata | Read-only access to Report Types screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| View Report Types | Read-only access to Report Types screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Create Report Types | Can create new Report Types records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Report Types | Can update existing Report Types records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Delete Report Types | Can permanently remove Report Types records/configurations. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Role Management
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Roles | Read-only access to Role Management screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Create Roles | Can create new Role Management records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Roles | Can update existing Role Management records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Activate/Deactivate Roles | Can enable/disable Role Management records, directly changing availability for users. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Manage Role Hierarchy | Can administer advanced Role Management configuration and control behavior at team/org level. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Search Index
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Search Index Diagnostics | Read-only access to Search Index screens and records available to this permission scope. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Reindex Search Index | Can trigger global search reindex jobs that impact search freshness and system load. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
SSO Settings
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View SSO Settings | Read-only access to SSO Settings screens and records available to this permission scope. | Low | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| View SAML SP Certificate | Read-only access to SSO Settings screens and records available to this permission scope. | Low | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Create SSO Providers | Can create new SSO Settings records/configurations. | Medium | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit SSO Providers | Can update existing SSO Settings records/configurations. | Medium | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Delete SSO Providers | Can permanently remove SSO Settings records/configurations. | High | – | Revenue Enablement Elevate, Revenue Enablement Spark |
| Manage SSO Enforcement | Can enforce SSO-only login policy and affect org-wide authentication behavior. | High | – | Revenue Enablement Elevate, Revenue Enablement Spark |
User Management
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View All Users | Org-wide visibility for User Management; bypasses owner-level visibility boundaries. | Low | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Create Users | Can create new User Management records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Edit Users | Can update existing User Management records/configurations. | Medium | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
| Activate/Deactivate Users | Can enable/disable User Management records, directly changing availability for users. | High | – | Revenue Enablement Launch, Revenue Enablement Elevate, Revenue Enablement Spark |
Training
Training
| Permission | Application Impact | Risk | Dependency | Allowed Products |
|---|---|---|---|---|
| View Training | Read-only access to Training screens and records available to this permission scope. | Low | – | Revspire Academy |
| Create Training | Can create new Training records/configurations. | Medium | – | Revspire Academy |
| Edit Training | Can update existing Training records/configurations. | Medium | – | Revspire Academy |
| Activate/Deactivate Training | Can enable/disable Training records, directly changing availability for users. | High | – | Revspire Academy |
| Assign Training | Can assign Training to users/teams and change downstream access or learning state. | Medium | – | Revspire Academy |
| Certify Training Reps | Controls Training capability: Certify Training Reps. | Low | – | Revspire Academy |
| View Training Analytics | Read-only access to Training screens and records available to this permission scope. | Low | – | Revspire Academy |