While the Sales Manager (SM) works mainly in the TekStack Sales area, access to other areas is often needed. You will see that the security role of the Sales Manager is numbered according to the solution you have access to.

Sales Manager 03

This is the basic SM role where you can access both Outbound and Sales areas in TekStack. While you have Read (Only) access to the dashboards in each area, you have Edit access to everything else.

  • Dashboards: Read Only
  • Edit access to Sales Acceleration (Sales Acceleration Activities, Sequences, Sequence Instances, Templates) and Customers (Accounts and Contacts) in Outbound.
  • Edit access to Sales (Opportunities and Competitors) and Customers (Accounts and Contacts) in Sales.
This access should enable you to:
  • Create and follow up on accounts and contacts.
  • Create opportunities.
  • Create emails, phone calls, and other various activities.
  • Close opportunities.

You can also edit Sales, Sales Accelerator and Email Template items in the Configure area. This gives you the ability to create and update an array of options in the Configure area.

If you are using TekStack MSP, this is the only role you will need.

Sales Manager 05

This role gives the SM Read (Only) access to the Delivery area including some of the Delivery items in Configure. You have Edit access to Customer Accounts and Contacts in this area as well.

Sales Manager 08

This role gives the SM access to the Revenue area where you can view My Daily Look and edit Activities, Subscriptions (Opportunities) and Customers (Accounts and Contacts). You can view Subscriptions (Orders) and Invoices (Invoices). You can view Revenue items.

In the Configure area, you can view the items related to Revenue.

Sales Manager 10

This role gives the SM Read (Only) access to the Marketing area. You can Edit your Customer Accounts and Contacts.

Sales Manager 12

This role gives the SM Read (Only) access to the Help Desk area. You can Edit Customer Accounts and Contacts.

Features Availability Matrix

In the following table, you will see a matrix of all the functions for each SM Security role.

Legend: E = Edit, R = Read Only

AreaMenu SectionFunctionsSpecificsSM 03SM 05SM 08SM 10SM 12
Marketing        
 My Work       
  Marketing Dashboards    R 
   Marketing Performance   R 
   Inbound Triage   R 
  Activities    R 
 Marketing Activity     R 
  Campaigns    R 
  Campaign Reponses    R 
  Events    R 
  Posted Forms    R 
  Emails    R 
 Audiences     R 
  Accounts    E 
  Contacts    E 
Outbound        
 My Work       
  My Daily Look      
   My Daily Look (Default)R    
   My Sequence ActivityR    
   Sales Activity TrendsR    
   Sales OpportunitiesR    
  Activities E    
 Sales Acceleration       
  Sales Acceleration Activities E    
  Sequences E    
  Sequence Instances E    
  Templates E    
 Customers       
  Accounts E    
  Contacts E    
Sales        
 My Work       
  My Daily Look      
   My Daily LookR    
   My Sequence ActivityR    
   Sales Activity Trends (Default)R    
   Sales OpportunitiesR    
  Activities E    
 Sales       
  Opportunities E    
  Competitors E    
 Customers       
  Accounts E    
  Contacts E    
Delivery        
 My Work       
  My Work  R   
  Project Oversight  R   
   Project Delivery R   
   Project Variance by Classification R   
  Activities      
 Project       
  Projects  R   
  Issue Log  R   
  Time Entry Approval  R   
  Time Sheets  R   
 Resource Management       
  Resources  R   
  Utilization Report  R   
 Customers       
  Accounts  E   
  Contacts  E   
Revenue        
 My Work       
  My Daily Look   R  
   Project Delivery  R  
   Project Variance by Classification  R  
  Activities   E  
 Services Invoices       
  Time Entry Invoicing   R  
  Milestone Invoicing   R  
 Subscriptions       
  Opportunities   E  
  Orders   R  
 Customers       
  Accounts   E  
  Contacts   E  
 Invoices       
  Invoices   R  
 Revenue       
  Revenue   R  
Help Desk        
 My Work       
  Dashboards     R
   Tier 1 Dashboard    R
   TBD    R
  Activities     E
 Support       
  Cases     R
  Knowledge Articles     R
 Customers       
  Accounts     E
  Contacts     E
Configure        
 TekStack Admin       
  TekStack Configurations R    
  Data Grid Button Configurations R    
  Domain Black List R    
 Sales       
  Products E    
  Units E    
  Price Lists E    
  Product Classifications E    
  Product Families E    
  Decision Factors E    
  Connection Roles E    
  Industries E    
  Disqualify Reasons E    
  Nurture Reasons E    
  Account Relationships E    
 Sales Accelerator       
  Sales Accelerator User E    
  Configurable Values E    
  Sales Accelerator Configurations E    
  Sequences E    
  Stages E    
  Events E    
 Templates       
  Projects  R   
  Project Tasks  R   
  User Stories  R   
  Actions  R   
 Project Setup       
  Costs  R   
  Price Lists  R   
  Project Classification  R   
  Project Task Classification  R   
  User Story Classification  R   
  Roles  R   
  Units  R   
 Revenue       
  Tax Groups   R  
  Tax Code Details   R  
  Payment Terms   R  
 Organization       
  Business Units R    
  Industries R    
  Teams R    
  Users R    
  State/Province E    
  Country E    
 Email Templates       
  Email Templates E    

 
    

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Keywords: access, security, matrix