Sales Administrator Role

Page contents

1 Sales Administrator Access
2 FAQs

Related Helpguide Pages

User Roles Overview

This page outlines the pages and features that Sales Administrator Users are able to view and use.

Sales Administrators are a type of administrator which has a different level of access to Training Administrators, the platform access for Sales Administrators is focused on managing customers (Accounts & Users) and Opportunities, they only have access to relevant pages for their role to make their experience and navigation of your accessplanit platform easier! This controlled access also ensures that no changes are made by Sales Administrators to areas of the platform that they do not need to access, for security and privacy.

Please note that the Sales Administrator role is not available for every accessplanit platform, if you would like to know any more about this role and whether it is available to you, please get in touch with your CSM at accessplanit.

Image of the Main Roles drop-down box containing the Sales Administrator option

Follow this page to learn about the platform access available to Sales Administrators.

Sales Administrator Access

Platform Area	Sales Administrator Access
Users	Access to manage Users View Add Edit Delete Able to access: Account - (full access) Personal - (full access) Contact - (full access) Addresses - (full access) Attributes - (full access) Job Roles - (full access) Employment - (full access) Management - (full access) Roles - (full access) Awards - (read-only) Courses - (read-only) Bookings - (read-only) Notes - (full access) Files - (full access) Communications - (read-only) Opportunities - (full access) Tasks - (full access) Meetings - (full access) Financial information - (full access) Issued Vouchers - (read-only) Platform events - (read-only) Unable to access: Invoices Credit Notes Workflow Errors Workflow Instances Actions button
Accounts	Access to manage Accounts View Add Edit Delete Able to access: Details Contact Addresses Attributes Employees Groups Industries Bookings Notes Files Communications Opportunities Tasks Meetings Issued Vouchers Platform events Unable to access: Invoices Credit Notes Workflow Errors Workflow Instances
Course Templates	View access to Course Templates Able to access: Details
Courses (all types)	View access only to the Courses DataGrid and Courses Calendar Able to access: Details Delegates Placeholders
Resources	View access only Able to access: Details
Resource Calendar	View access only
Products & Services	No access
Opportunities	Access to manage Opportunities via DataGrid and the Board view View Add Edit Delete Able to access: Details Items Notes Files Communications Tasks Meetings History Platform events Unable to access: Workflow Errors Workflow Instances
Opportunity Items	Full access to manage Opportunity Items View Add Edit Delete
Finance	No access Invoice information is available from Accounts ‘Preview’
Communications	View Access only For: Accounts Delegates Meetings Opportunities User Awards Users
Tasks	Full access to manage Tasks via DataGrid and the Board view View Add Edit Delete for Accounts Meetings Opportunities Users User Awards
Notes	Full access to manage Notes View Add Edit Delete for Accounts Meetings Opportunities Users User Awards
Files	Full access to manage Files View Add Edit Delete for Accounts Meetings Opportunities User Awards Users
Shopping Baskets & Checkout Baskets	No access Able to add gadgets for Shopping Baskets in Report Engine & Dashboards
eCampaigns	No access
Meetings	Full access to manage Meetings View Add Edit Delete Able to access: Details Attendees Notes Communications Tasks Files Platform events
Bookings	View access to Bookings Able to access Edit the PO Number Unable to access Workflow Errors Workflow Instances
Purchases	No access
Delegates (all types)	View access only Able to generate Document Templates Able to access Details Unable to access Workflow Errors Workflow Instances
Placeholders	View access only
Trainer Confirmations	No access
User Awards	Access to manage User Awards View Edit Unable to Add Delete Able to access Details Notes Files Communications Tasks Unable to access Workflow Errors Workflow Instances
Report Engine	Full access to Report Engine View Add Edit Delete
Report Writer	No access
Legacy Reports	Available
My Teaching	Available if they are also a trainer
Manager View	Available if they are also a manager
Administration Menu:	No access
Account Finance Options	No access
Account Groups	No access Able to add new Account Groups via Accounts
Additional Requirements	No access
Awards	No access Able to view and edit Awards assigned to Users
Broadcasts	No access
Broadcast Types	No access
Categories	No access
Checkout Options	No access
Create Recurring Class Courses	No access
Create Recurring Web Courses	No access
Custom List Items	No access
Custom Fields	No access
Dashboards	No access
Delegate Status Reasons	No access
Discounts	No access
Document Templates	No access Able to select Document Templates when generating them for Delegates
eCampaign Types	No access
eLearning Packages	No access
Email Logs	No access
Email Templates	No access Able to select Email Templates from DataGrid ‘Email’ options for Opportunities
Exchange Integration	No access
Import Jobs	No access
Import Profiles	No access
Industries	No access Able to view and select Industries when assigning to Accounts
Job Roles	No access
Knowledge Document Packages	No access
Manager Access	No access
Password Policy / Security Options	No access
Price Schemes	No access
Resource Types	No access
Shopping Basket Options	No access
Skills Profiles	No access
SMS Logs	No access
Surveys	No access
Text Templates	No access
Workflow Templates	No access Able to view Workflow Instances and Errors from all accessible modules
Configure Forms	No access

FAQs

Can I add additional roles/access to my Sales Administrators?

It is not possible to add or remove access to the Sales Administrator access, this applies to both the standard role set, and individual administrators that have been given this role. If there is an alternative role variation that you would like to see, please submit this as a product suggestion.

I do not have the Sales Administrator option available in my platform, can we have this turned on?

Please get in touch with your CSM to find out if this is an available option for your platform.

Can my Sales Administrators impersonate Training administrators?

No, it is not possible for Sales Administrators to impersonate users with a higher lever permission set.