Role management in Q-Revenue allows you to control who can access what, ensuring data security, operational clarity, and accountability across your sales organization.

By defining roles and assigning permissions correctly, you can:

• Protect sensitive revenue data

• Control access to forecasts and reports

• Define approval authority

• Streamline team responsibilities

• Maintain structured sales governance

This guide explains how to manage roles, add new roles, and configure permissions.

Why Role Management Matters

In a revenue forecasting system like Q-Revenue, not everyone should have the same level of access.

For example:

• A Sales Representative may only manage their own deals.

• A Sales Manager may view team forecasts.

• A Revenue Admin may configure sales cycles and probabilities.

Proper role management ensures:

• Security

• Accountability

• Data accuracy

• Operational discipline

1. Managing Roles in Q-Revenue

To access role management:

1. Go to Q-Revenue Dashboard

2. Navigate to Configuration
   

3. Select Roles & Permissions

Here you can:

• View existing roles

• Edit permissions

• Create new roles

• Deactivate outdated roles

2. Adding a New Role

Creating a new role allows you to customize access based on business needs.

When Should You Create a New Role?

• You are expanding your sales team

• You need a specialized forecasting role

• You want to separate operational and reporting access

• You are implementing approval hierarchies

How to Add a New Role

1. Go to Configuration → Roles & Users

2. Click Create Role
   
   

3. Enter:

   • Role Name (e.g., Regional Sales Manager, Revenue Analyst)

   • Role Description (optional but recommended)
     

4. Click Create

Once created, you can configure permissions.

3. Configuring Role Permissions

Permissions determine what actions a role can perform inside Q-Revenue.

Permissions are typically grouped into modules such as:

• Sales Cycles

• Deals Management

• Forecasting

• Reports & Analytics

• User Management

• Revenue Settings

4. Assigning Permissions to a Role

To configure permissions:

1. Open the created role

2. Toggle permissions by module

3. Select:

   • View

   • Create

   • Edit

   • Delete

   • Approve (if applicable)

4. Click Save Changes

5. Assigning Users to Roles

After creating a role:

1. Go to User Management

2. Select a user

3. Assign the appropriate role

4. Save changes

Users will now inherit all permissions assigned to that role.

Best Practices for Role Management

✔ Follow the principle of least privilege
✔ Avoid giving admin rights to all users
✔ Review roles quarterly
✔ Separate reporting access from editing access
✔ Keep role names clear and descriptive