This article summarizes the default user account permissions that are available in Marketscape.
There are four default roles in Marketscape. You will only need to assign a single role to a user to provide the necessary appropriate access.
For the GA release, all non-admin users will receive the Sales Manager role.
Account Administrator - An account administrator can see all pages and do every type of task. This includes admin functions - add/edit user accounts, and assign providers to reps.
Sales Manager - A Sales Manager can see every page in Marketscape, they are able to assign and delete accounts from their sales reps.
Lead Sales Rep - This role is the same as the Sales Manager except that it does not allow the user to assign accounts. Use this role when you would like your sales reps to identify new targets within their market from the Explore page.
Focused Sales Rep - This role is the most limited in Marketscape. Sales reps can manage their territory from the home page, drill down to the Analyze page for account planning and create presentations on the Engage Page. The Explore page is not available for a user with this level of access.
|Role Name / Action Group||
|Lead Sales Rep|
|Focused Sales Rep|
No export roles will be assigned to users in Marketscape. Instead, ALL users will be able to export, but any exports done will be limited to five thousand providers from any table.
If you want to limit exports for a user, give them the Focused Sales Rep role, then they will not have access to the Explore page.