Roles and Permissions in Nuvo help you securely manage your company and customer data. Assigning the correct roles and permissions for your team ensures that users only have access to the data and permissions required to do their job.
Nuvo has three permission levels:
Administrator users have full control over your company’s Nuvo account. That means any role that is an admin can:
Add and manage users (includes setting roles and permissions)
Update any and all company settings and configurations
View all customer data
Set terms or reject customers
Assign sales reps & application reviewers
Nonadmin users have view access to all customers and settings. That means any role that is a nonadmin can:
View all users
View any and all company settings and configurations
View all customer data
Assign sales reps & application reviewers
Sales users have limited view access to customers as determined by their sales role.
Sales Managers can:
View all users, and invite other sales team members
View all customers’ profile, relationship, and history tabs only
Assign sales reps
Sales Representatives can:
View all users
View only their assigned customers’ profile, relationship, and history tabs
Access by Permission/Role:
| Users | Co. Settings | Customer data | Set terms | Assign Reviewer | Assign Sales Rep |
Admin | Add/Manage All | Manage All | View All | Yes | Yes | Yes |
Nonadmin | View All | View All | View All | X | Yes | Yes |
Sales: Manager | View All, Manage Sales | X | View profile, relationship and history only | X | X | Yes |
Sales: Rep | View All | X | View profile, relationship and history of assigned customers only | X | X | X |