Give your team the authority to manage sales plans and work on specific aspects of the hierarchy in SalesPlanning, ensuring they get the right input from their resources.

TEAMMATE’S GOAL	REQUIRED PERMISSION SET	AUTHORITY THAT THE PERMISSION SET PROVIDES
Administer Sales Planning	Sales Planning Admin	Enable and disable Sales Planning features create, read, update, and delete sales plans share and publish sales plans determine whether to designate others as co-administrators
Process data as the OAuth user
Manage sales plans	Sales Planning Ops Manager	Create, read, update, and delete sales plans and manage assignment objects add and manage allocation metricsShare and publish sales plans
Edit or view specific areas in hierarchies	Sales Planning Ops Analyst	For editors: Create, share, and view hierarchy nodes and their descendantsUpdate assignments and allocations viewers: View hierarchy nodes and their descendantsView assignments and allocations

References & Useful URLs

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