Available Permissions
Permissions in Rev.io PSA allow you to determine how your users can interact with the system and how much information they can access. Permissions can be set at the role level, allowing you to customize what each role in your organization can do in Rev.io PSA.
| The Global Admin role has access to every permission available in the system. Each instance of Rev.io PSA is limited to only 3 global admins and you cannot give any other user every permission available. See the Managing Global Administrators article for more information. |
For information on how permissions, roles, and user groups work together in Rev.io PSA, see the Managing Permissions, Roles, and User Groups article.
The following permissions are available to assign to roles in Rev.io PSA.
| API Keys |
| Create new API keys |
| Delete API keys |
| View all API keys |
| Assets |
| Create new assets |
| Inactivate assets |
| View all assets |
| Edit assets |
| Contacts |
| Create new contacts |
| Delete contacts |
| View all contacts |
| Edit contacts |
| Customers |
| Create new customers |
| Delete customers |
| View all customers |
| Edit customers |
| Notifications |
| Create user notifications |
| Portal Users |
| Create new portal users |
| Disable/Enable portal users |
| Impersonate portal users |
| View portal users |
| Edit portal users |
| Prismatic Integrations |
| Manage integrations |
| Products |
| Create new products |
| View all products |
| Edit products |
| Quoting |
| Create new quotes |
| Download all quotes |
| View all quotes |
| Edit quotes |
| Quoting Templates |
| Create new quoting templates |
| Download all quoting templates |
| View all quoting templates |
| Edit quoting templates |
| System Settings |
| Create new system tables settings |
| Delete system tables settings |
| View all system settings |
| Edit all system settings |
| Ticketing |
| Close a ticket |
| Create tickets |
| Open a ticket |
| Send a ticket to Billing |
| Void tickets |
| Time Management |
| View other rep's timesheet |
| User Management |
| Create new users, roles, and user groups |
| Disable users, and delete roles and user groups |
| View users, roles, and user groups |
| Edit/Enable users, roles, and user groups |
| Workflows |
| Create new workflows |
| View all workflows |
| Edit workflows |