Available Permissions
Permissions in Rev.io 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. For information on how permissions, roles, and user groups work together in Rev.io, see the Managing Permissions, Roles, and User Groups article.
| The Global Administrator role has access to every permission available in the system. See the Managing Global Administrators article for more information. |
The following permissions are available to assign to roles in Rev.io.
| Label | Definition |
| Announcements | Create announcements Delete announcements View announcements Edit announcements |
| API Keys | Create new API keys Delete API keys View all API keys |
| Assets | Create new assets Inactivate assets View all assets Edit assets View asset passwords |
| Audit Logs | View audit logs |
| Billing Configuration | Create billing config Delete billing config View billing config Edit billing config |
| Contacts | Create new contacts Delete contacts View all contacts Edit contacts |
| Custom Fields | Manage custom fields for assets Manage custom fields for customers Manage custom fields for opportunities Manage custom fields for purchase orders Manage custom fields for services Manage custom fields for tickets |
| Customer Billing | Create customer billing Delete customer billing View customer billing Edit customer billing |
| Customer Journals | Create new customer journals Delete customer journals View all customer journals Edit customer journals |
| Customer Notes | Create customer notes Dismiss alert from a note for all users Dismiss alert from a note for logged-in user only Delete customer notes View customer notes Edit customer notes |
| Customer Portal | View customer portal settings Edit customer portal settings |
| Customers | Create new customers Delete customers View all customers Edit customers |
| FTP Files | Create FTP files Delete FTP files View FTP files Edit FTP files |
| FTP Sites | Create FTP sites Delete FTP sites View FTP sites Edit FTP sites |
| Inventory Management | Adjust inventory cost Adjust inventory quantities Disable inventory management system Enable inventory management system Create inventory reservations Delete inventory reservations Create inventory transfers View inventory movement history View inventory matrix |
| Knowledge Base | Create knowledge base entries Manage all articles (including others' drafts), sections, and tags Delete knowledge base entries Export knowledge base content Import knowledge base content Publish knowledge base entries View knowledge base entries Edit knowledge base entries |
| Metered Usage | Create metered usage Delete metered usage View metered usage Edit metered usage |
| Notifications | Create user notifications |
| Opportunities | Create new opportunities Delete opportunities View opportunities and opportunity list Edit opportunity details, change stage/status, add activity notes |
| Packages | Create new packages View all packages Edit packages |
| Portal Users | Create new portal users Disable/enable portal users View portal users Edit portal users |
| Prismatic Integrations | Manage integrations |
| Products | Create new products View all products Edit products |
| Project Management | Create projects View projects Edit projects |
| Providers | Create new providers Delete providers View all providers Update providers |
| Purchase Orders | Approve a purchase order Create purchase orders View purchase orders Edit purchase orders Edit approved purchase orders Void purchase orders |
| Quoting | Create new quotes Delete quotes Download all quotes View all quotes Edit quotes |
| Quoting Templates | Create new quoting templates Delete quoting templates View all quoting templates Edit quoting templates |
| Report Access | Create reports Query databases View Account Management View Revenue & Financials View Billing & AR View Products & Assets View Workforce & Time Utilizations |
| Revii & AI Permissions | Financial data access Revii data analytics mode |
| Scheduling | Create new schedules Delete schedules View all schedules Edit schedules |
| System Settings | Create new system tables settings Delete system tables settings View all system settings Edit all system settings |
| Ticketing | Adjust costing on ticket parts/labor Adjust pricing on ticket parts/labor Close a ticket Create tickets Unlink all tickets in a relationship Delete a ticket activity note (non-email) Delete ticket with no assigned customer Edit a ticket activity note (non-email) Merge tickets Open a ticket Reopen a closed ticket Send a ticket to Billing Can transfer a ticket View job costing 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 |