Permissions

Permissions allow Admins to control access to the Vividly platform in multiple ways. Define custom roles based on your organization, and assign them to users to limit access to various software sections.

Overview of Roles & Permissions

Exploring Permissions & Customizable Roles

Use Vividly's standard roles, or create new roles unique to your organization.

Defining Promotion Approval Limits

This feature allows your organization to set caps on promotion approval amount by user role. For example, a manager role may approve planned promotions up to $10,000, whereas a director may approve promotions up to $20,000.

Assigning Role Permissions

Assign defined roles that limit actions users can take, or pages users can visit within the platform.

Assigning Roles to Users

Assign roles to new and existing users to limit or expand their access to the platform.

Forecast Permissions & Where to Find Them

Forecast permissions allow Admins to limit which users can view the forecast section, as well as who can generate new forecast versions, delete old versions, and edit forecasted store and velocity values.