Complete List of Available Permissions

Oct 6, 2026
Knowledge

Created Date

10/13/2026, 11:57 AM

Last Published Date

10/6/2026, 7:03 PM

Article

Permissions let admins control what users can see and do in Salesloft. You can define a specific set of permissions for each role. The default Admin and User permissions cannot be edited.

When you first visit this page, the Admin and User default roles will be visible. You can change these to display up to any four roles for side-by-side comparison. To view different roles on the permission page, click the role name in the column header and select an alternative role in the dropdown.

You can edit any custom roles by checking or unchecking the box related to that particular object's permissions.

There’s a wide range of permissions available to you in Salesloft. You can pick and choose from any of the permissions listed.

In this article, we will break down the different permissions segments, including:

General Permissions
Access Control Permissions
Account Management Permissions
Analytics Permissions
Cadences Permissions
Coaching Permissions
Conversation Intelligence Permissions
CRM Permissions
Deals Permissions
Dialer Permissions
Live Calls Permissions
Live Web Tracking Permissions
Meetings Permissions
People Permissions
Snippets Permissions
Tasks Permissions
Team Management Permissions
Templates Permissions

General Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Artificial Intelligence	Manage AI Knowledge Library	Upload, delete, and manage content and access within the AI Knowledge Library.	X	-
Automation Rules	Manage Automation Rules	Create, update, delete, and toggle Automation Rules	X	-
Dispositions and Sentiments	Manage Dispositions and Sentiments	Create, delete and toggle logging requirement for Dispositions and Sentiments	X	-
Fonts	Change Fonts	Change font, font size, and color	X	X
Frontend Integrations	Manage Frontend Integrations	Install and uninstall Frontend Integrations	X	-
Goal Management	Manage Goals	Can add, edit or remove goals across the platform	X	-
Home Dashboard	Configure Actions Dashboard	Ability to configure the home dashboard by resizing and rearranging the panels.	X	X
Hot Leads	Manage Hot Leads	Manage the team Hot Leads Settings	X	-
Payments	Manage Payments	Manage credit card, dialer funds and cancellations	X	-
Plays	Plays: Manage	Users can create, edit, delete, and archive Plays	X	-
Roles & Permissions	Manage Roles & Permissions	Create, update, and delete roles; manage permissions	X	-
Scheduled Actions	View Scheduled Actions	View the Scheduled Actions Report for members on your team	X	-
Single Sign-On	Manage SAML (Single Sign-on)	Configure, test and enable Single Sign On	X	-

Access Control Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Access Control	View All People	View all People in Salesloft, with no access restrictions	X	-
Access Control	View All Accounts	View all Accounts in Salesloft, with no access restrictions	X	-
Access Control	View All Opportunities	View all Opportunities in Salesloft, with no access restrictions	X	-
Access Control	Manage All People	Manage all People in Salesloft, with no access restrictions	X	-
Access Control	Manage All Accounts	Manage all Accounts in Salesloft, with no access restrictions	X	-
Access Control	View All Recordings	View all Recordings in Salesloft, with no access restrictions	X	-
Access Control	Set Recording Owner	Ability to change the owner of a Recording	X	-

Account Management Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Account Management	Manage Accounts	Update Accounts	X	X
Account Management	Create Accounts	Manually create account records in Salesloft	X	X
Account Management	Delete Accounts	Delete Account records in Salesloft	X	X
Account Management	Manage Settings for Account Management	Configure Account linking and creating settings	X	-
Account Management	Import Accounts from CRM	Import individual Accounts or an entire list into Salesloft	X	X
Account Management	Export Accounts	Export Account Records	X	X

Analytics Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Analytics	View Team Analytics	View team analytics, filter by user & everyone	X	X
Analytics	Filter by Teammates	Filter analytics by individual teammates and groups	X	-
Analytics	Export Team Analytics	Export team analytics information	X	-
Analytics	Interpret Analytics	Use AI to interpret reports and dashboards. Requires Generative AI Team Setting	X	X
Analytics	Configure team metrics	Configure team analytics metrics	X	-

Cadences Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Cadences	Personal Cadences: Manage	Users can create, edit, delete, archive, tag and run people on their personal Cadences	X	X
Cadences	Personal Cadences: Admin	Create, edit, delete, archive and tag People on all personal Cadences	X	-
Cadences	Public Cadences: View & Copy Public Cadences	View and copy public personal Cadences	X	X
Cadences	Team Cadences: View	View Team Cadences overview	X	-
Cadences	Team Cadences: Run	Add, remove, and run People on Team Cadences	X	X
Cadences	Team Cadences: Create & Edit	Create and edit Cadences for use by the team	X	-
Cadences	Team Cadences: Edit Only	Edit Cadence in use by the team	X	-
Cadences	Team Cadences: Tag	Manage tags for Cadences in use by the team	X	-
Cadences	Team Cadences: Copy to Team Cadences	Copy Team Cadences to use as another Team Cadence (requires Cadence creation permission)	X	-
Cadences	Team Cadences: Copy to Personal Cadences	Copy Team Cadences to use as a personal Cadence (requires Cadence creation permission)	X	-
Cadences	Team Cadences: Archive	Remove Team Cadences from list view while retaining data	X	-
Cadences	Team Cadences: Delete	Remove Team Cadence from use and delete data	X	-
Cadences	Manage Cadence Ownership	Change owners for personal and Team Cadences	X	-
Cadences	Remove from All Cadences	Remove People from all Cadences they are currently on, regardless of ownership or assignee	X	X
Cadences	Operational Cadences	Allow admins to add People with contact restrictions and DNC to Operational Cadences	X	-
Cadences	Override Cadence Enrollment Rules	Allows admins to bypass the established cadence enrollment rules and manually add prospects to a cadence, even if they do not meet the usual criteria.	X	-

Coaching Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Coaching	Coaching View	View coaching navigation item	X	X
Coaching	Team View	View coaching team list and select users	X	-
Coaching	View Email Content	Allow full email body content viewing for coaching	X	-
Coaching	Generative Coaching Insights	Allow AI-generated summaries and explanations of analytics and coaching data	X	X

Conversation Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Conversations	Conversations access	Ability to find and enter the Conversations page	X	X
Conversations	Manage Conversation Intelligence	Ability to alter how Conversation Intelligence functions for the team	X	-
Conversations	Delete Recordings	Ability to delete recordings within Conversation Intelligence	X	-
Conversations	Share Recordings and Clips	Ability to publicly share recordings and clips externally	X	X
Conversations	Score Conversations	Ability to evaluate conversations with scorecards	X	X
Conversations	Manage Scorecards	Ability to create and edit scorecards	X	-
Conversations	Manage Bulk Video Conferencing Integration	Bulk authenticate and manage users across multiple video conferencing platforms	X	-
Conversations	Download Conversations	Ability to download recording video, audio, and transcript	X	X
Conversations	Edit Recordings	Ability to edit a recording's title, add/edit participants or attendees, and associated records	X	X
Conversations	Manage Team Playlists	Ability to edit and delete team playlists	X	X
Conversations	Manage Summary & Action Items	Ability to edit Summary & Action Items	X	X

CRM Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
CRM	Manage Leads	Create Leads	X	-
CRM	Manage Contacts	Create Contacts	X	-
CRM	Manage CRM Activity Logs	View and retry failing team activity logs in addition to your personal logs	X	-
CRM	Set API Threshold	View and set API threshold value	X	-
CRM	Manage CRM Sync Settings	Access and update Team CRM Sync Settings	X	-
CRM	Manage Field Configuration	View and edit Salesloft Field Configuration	X	-
CRM	Manage Team CRM Sync Logs	View and retry Person, Account, and Opportunity sync logs	X	-
CRM	Manage Scheduled Imports	View and manage scheduled imports created by your team	X	-
CRM	Manage Salesforce Campaign Sync	View and edit Salesforce Campaign Cadence Settings	X	-

Deals Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Deals	Deals Access	Access to the Deals page (requires license with Deals Access)	X	X
Deals	Filter Deals Summary	Filter Deals Summary to Groups and Users	X	-
Deals	Manage Forecast Submissions	Can update and edit forecast submissions on behalf of all users	X	-
Deals	View Forecasting	Can view the Forecast tab inside Deals	X	-
Deals	View Full Forecast Hierarchy	Can view the Full Forecast Hierarchy	X	-
Deals	View Deals Analytics	View and Filter Deals Analytics	X	-

Dialer Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Dialer	Manage Settings for Dialer	Provision and assign phone numbers	X	-
Dialer	Manage LocalDial	Assign LocalDial users, manage whitelists	X	-
Dialer	Manage Recording	Enable or disable recording options and assign users	X	X
Dialer	View Team Calls	View Team Calls Overview	X	-
Dialer	Manage Messaging	Enable/disable Messaging	X	-
Dialer	Manage Twilio Regulatory Bundles	Create Regulatory Bundles and upload Supporting Documents directly to Twilio	X	-

Live Calls Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Live Calls	Coach Live Calls	Listen to live calls and whisper to reps	X	-
Live Calls	Manage Live Calls	Manage Live Call Studio	X	-

Live Web Tracking Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Live Web Tracking	Manage Live Website Tracking Settings	Manage Settings	X	-
Live Web Tracking	View Live Website Tracking	View Live Website Tracking	X	X

Meetings Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
Meetings	Manage Meeting Types	Create, update, and delete team meeting types	X	-
Meetings	Manage General and Branding Settings	Create, update, and delete meeting settings	X	-

People Permissions

Permission Category	Permission Name	Definition	Admin Default	User Default
People	Create People	Manually create People records in Salesloft	X	X
People	Manage People	Update fields, tags, and star People records in Salesloft	X	X
People	Delete People	Delete People from Salesloft	X	-
People	Create People When Lofting	Creates a Person record in Salesloft when Lofting an email.	X	X
People	Toggle DNC on People	Mark/unmark People as 'Do Not Contact'	X	X
People	Export People	Export People	X	X
People	CSV Import	Import People from csv	X	X
People	CRM Import	Import People from connected CRM	X	X
People	Toggle EU Residents	Mark People as EU Residents	X	-
People	Data Enrichment	Automatically update person fields based on email signatures	X	-

Snippets

Permission Category	Permission Name	Definition	Admin Default	User Default
Snippets	View Others Personal Snippets	View personal Snippets owned by other People	X	X
Snippets	Manage Others Personal Snippets	Create, edit, delete personal Snippets owned by other People	X	-
Snippets	View Team Snippets	View Team Snippets	X	X
Snippets	Manage Team Snippets	Create, edit, delete team snippets	X	-

Tasks

Permission Category	Permission Name	Definition	Admin Default	User Default
Tasks	Edit All Tasks	Edit or reassign any user's Task	X	-
Tasks	Delete All Tasks	Delete any user's Task	X	-
Tasks	Run All Tasks	Run any user's Task	X	-

Team Management

Permission Category	Permission Name	Definition	Admin Default	User Default
Team Management	Manage Team	Invite and manage team members, groups, and import options.	X	-
Team Management	Manage Act on Behalf Setting	Allow user to modify the team wide Act on Behalf settings and notifications. Requires 'Manage Team' permission.	X	-
Team Management	Allow Act on Behalf Rights	Gives user the ability to Act on Behalf of any user on the team. Requires 'Manage Team' permission.	X	-
Team Management	Manage Audit Reports	Manage and view your teams Audit Reports	X	-

Templates

Permission Category	Permission Name	Definition	Admin Default	User Default
Templates	View Team Templates	View Team Templates	X	X
Templates	Manage Team Templates	Create, update, delete, copy, convert, and archive Team Templates	X	-

Title

Complete List of Available Permissions

URL Name

Complete-List-of-Available-Permissions