Sales Administrator Role
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.
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
Able to access:
Unable to access:
|
Accounts | Access to manage Accounts
Able to access:
Unable to access:
|
Course Templates | View access to Course Templates Able to access:
|
Courses (all types) | View access only to the Courses DataGrid and Courses Calendar Able to access:
|
Resources | View access only Able to access:
|
Resource Calendar | View access only |
Products & Services | No access |
Opportunities | Access to manage Opportunities via DataGrid and the Board view
Able to access:
Unable to access:
|
Opportunity Items | Full access to manage Opportunity Items
|
Finance | No access Invoice information is available from Accounts ‘Preview’ |
Communications | View Access only For:
|
Tasks | Full access to manage Tasks via DataGrid and the Board view
for
|
Notes | Full access to manage Notes
for
|
Files | Full access to manage Files
for
|
Shopping Baskets & | No access Able to add gadgets for Shopping Baskets in Report Engine & Dashboards |
eCampaigns | No access |
Meetings | Full access to manage Meetings
Able to access:
|
Bookings | View access to Bookings Able to access
Unable to access
|
Purchases | No access |
Delegates (all types) | View access only Able to generate Document Templates Able to access
Unable to access
|
Placeholders | View access only |
Trainer Confirmations | No access |
User Awards | Access to manage User Awards
Unable to
Able to access
Unable to access
|
Report Engine | Full access to Report Engine
|
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.