Objective
The purpose of this article is to provide Outreach Users with information about how Permission Sets are organized within Outreach's standalone Commit product.
For guidance on the latest Outreach platform-native Forecasting & Pipeline Management features, click here.
Applies To
- Outreach Users
- Outreach Admins
Procedure
Outreach Commit: App Permissions
Each permission in the Outreach Commit application is organized into a Permission Set. Each Permission Set is scoped to a different area of the Commit application.
The individual permissions control the actions that can be taken within the app. The possible permissions within each Permission Set are: Access, Read, Update, Create, Delete, Manage and Share permissions.
This document outlines the areas of the application that are affected by each of the granular permissions.
Web App Permission Set
Access
All page routes in the Commit app require Access permission. If the user does not have this permission, the user will be redirected to this page.
Deal Permission Set
Access
For Managers with Access permission, the outlined UI element(s) are visible.
For Reps with Access permission, the outlined UI element(s) are visible.
Read
For Managers or Reps with Read permission, the outlined UI element(s) are visible.
For Managers with Read permission, the outlined UI element(s) are visible.
For Managers or Reps with Read permission, the outlined UI element(s) are visible.
Update
For Managers or Reps with Update permission, the writable field values can be changed.
Analytic Permission Set
Access
With Access permission, the outlined UI element(s) are visible.
Read
With Read permission, the outlined UI element(s) are visible.
Create
With Create permission, the outlined UI element(s) are visible.
Scenario Planner Permission Set
Access
With Access permission, the outlined UI element(s) are visible.
Read
With Read permission, the outlined UI element(s) are visible.
Create
With Create permission, the outlined UI element(s) are visible.
Update
With Update permission, the outlined UI element(s) are visible.
Forecast Permission Set
Access
For Managers with Access permission, the outlined UI element(s) are visible.
For Reps with Access permission, the outlined UI element(s) are visible.
Read
For Managers with Read permission, the outlined UI element(s) are visible.
For Reps with Read permission, the outlined UI element(s) are visible.
Create
For Managers with Create permission, the outlined UI element(s) are visible.
For Reps with Create permission, the outlined UI element(s) are visible.
Update
For Managers with Update permission, the outlined UI element(s) are visible.
For Reps with Update permission, the outlined UI element(s) are visible.
Note Permission Set
Access
With Access permission, the outlined UI element(s) are visible.
Read
With Read permission, the outlined UI element(s) are visible.
Create
With Create permission, the outlined UI element(s) is clickable.
With Create permission, the outlined UI element(s) are visible.
Update
With Update permission, the outlined UI element(s) are visible and clickable.
Delete
With Delete permission, the outlined UI element(s) are visible.
Share
With Share permission, the outlined UI element(s) are visible.