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Select Who Can Use Revenue Intelligence

The Revenue Intelligence permission sets have all the permissions to get your sales team started using Revenue Insights dashboards and analytics. The Revenue Intelligence permission sets also give users access to the Pipeline Inspection Flow Chart. Assign the Revenue Intelligence permission sets to your users.

Required Editions

Available in: Lightning Experience
Available with Sales and Government Cloud Plus for an additional cost in: Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To assign permission sets: Assign Permission Sets
To assign Revenue Intelligence User permission set Revenue Intelligence Admin permission set
Note
Note Assign the Revenue Intelligence Admin permission set to users who need to manage Revenue Insights dashboards. Assign the Revenue Intelligence User permission set to users who only need to view Revenue Insights dashboards.
  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. Click the Revenue Intelligence Admin or Revenue Intelligence User permission set.
  3. Click Manage Assignments, and then Add Assignments. Then assign the permission set to users.
  4. Click Done.

See Also