Permission Set Overview

This page provides an overview of the permissions granted by each Permission Set in Distribution Engine. 

The Distribution Engine Team Manager permission set is available on the Advanced & Unlimited Tiers.Learn more

Permission​

​Distribution Engine Community User​

Distribution Engine User​

​Distribution Engine Team Manager​

Distribution Engine System Manager

Distribution Engine Admin

Widget

✔

✔

✔

✔

✔

Record Detail Component

✔

✔

✔

✔

✔

Manual Assignment

✔ Only teams they manage

✔

✔

Console - Application Monitoring

✔

Console - Today's Distributions

✔

✔

Console - Sources

✔

✔

Console - Calendar

✔

✔

Classifier - Territories

✔

Classifier - Lead Matching

✔

Classifier - Auto-conversion

✔

Classifier - Custom Classification

✔

Classifier - Backfill

✔

Assignment Simulator

✔

✔

Team List

✔ Only teams they manage

✔

✔

Team - Home

✔

✔

✔

Team - Team Members

✔

✔

✔

Team - Availability

✔

✔

✔

Team - Performance

✔

✔

✔

Team - Distributors

✔

✔

Team - Weighting and Caps

✔ Team level capping and weighting only

✔

✔

Team - Distribution Hours

✔ Cannot enable/disable Shift Planner

✔

✔

Team - Tracking & SLAs

✔

✔

Team - Assignment Rejection

✔

✔

Team - Post Assignment

✔

✔

Team - Team Settings

✔

✔

Tags - Collections

✔

✔

Tags - Assign

✔ Team members from teams they manage only

✔

✔

Object Sync

✔

✔

Availability - Out of Office

✔ Personal only

✔ Personal only

✔ Team members from teams they manage only

✔

✔

Availability - Holidays

✔ Read only

✔

✔

Availability - Shifts

✔ Read only

✔

✔

Logs - Distribution

✔ Personal only

✔ Personal only

✔ Only teams they manage

✔

✔

Logs - Territories

✔

Logs - Lead Matching

✔

Logs - Auto-conversion

✔

Logs - Object Sync

✔

✔

Logs - Scheduler

✔

✔

Logs - Archive

✔

✔

Analytics

✔

✔

Settings

✔

Settings - Advanced

✔

Settings - Licensed Users

✔

✔

Settings - Export/Import

✔

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