Skip to content
Administration
Managing Users
Add and Manage Revenue.io Users

Add and Manage Revenue.io Users

Revenue.io Admins can easily manage which users in their Salesforce Org have access to the platform and designate the appropriate permissions and settings.

Import from Salesforce

Navigate to the Users Tab

Within the Admin Console, click the User tab.

Open the Add Users drawer

Click the Add Users button at the top of the page.

A drawer will open with the list of the users who are included on your Salesforce org. The users who have not yet been added to your Revenue.io account will be selectable via the checkmarks next to their name. Users that have already been added to your Revenue.io account will show, but be disabled and unable to be selected.

You can search for users by Name, Email, Title, City, or Country. You can also filter the list of users by Salesforce profile.

You can choose to show licensed users by clicking the “Display Licensed Users” checkbox. When unchecked, users that have already been added to Revenue.io will be hidden from the table. When checked, users that have already been added to Revenue.io will be displayed, but be disabled and can’t be selected.

Select users to add

You can either individually select users you want to add, or Select All by clicking the checkbox in the header.

Once the users you wish to add are selected, click Next.

Assign licenses and smart numbers

The number of available licenses you have per product shows. If you have licenses available, you can check off which licenses you want your new users to have. If the available licenses you have for a product is 0, you will not be able to assign that license to a new user.

If you select the RingDNA Dialer license, on the next page you will be able to assign smart numbers and extensions per user, or in bulk.

To assign a Smart Number to a user, input the area code you wish to use for that Smart Number – the number will be automatically generated upon hitting Add Users at the bottom of the page. Conversely, if you already have an existing Smart Number for a new user, you can simply leave the fields blank and continue to the next page.

Manage Assigned Licenses

You can manage the licenses of all of your added users in one place.

Open License Management

Click License Management

A drawer will open with a list of all of the users in your Revenue.io, with checkboxes showing their currently assigned licenses.

The available licenses you have will show at the top of the screen.

You can search for users by their name, or filter the table by Salesforce Profile and Teams.

Add or remove licenses

Click the checkboxes for licenses you want to add per user, and click the Save button.

You will not be able to select more licenses than you have available.

Manage Permission Sets

In order to ensure users have access to all of the necessary objects and fields in Salesforce, Permission Sets are included in Revenue.io Salesforce packages, which should be applied to your users by a Salesforce Administrator. See Salesforce Documentation: Assign a Permission Set to Users.

RingDNA Communication Hub:

  • RingDNA Agent Permission Set - Grants access to the Conversation Object necessary for logging calls to Salesforce. This permission set is also required for allowing field updates to Advance Solution package fields.

Guided Selling:

For Guided Selling to function properly, these Permission Sets must be assigned directly to the user in Salesforce. The application checks for assignment of these permission sets to determine if/when certain triggers should run. When Permission Sets are assigned via Group, the permission set doesn’t exist for the individual and cannot be queried. As a result, the application will not function.

Manage User’s Settings

You can make changes to User settings by clicking into the Users tab on the left-hand side of the page.

This will populate a list of your current Revenue.io users in your account.

Users List

Click into a user to bring up individual settings. On this page, you will be able to edit personal information such as a job title or phone number extension.

User Settings

Clicking on the RingDNA Dialer Settings tab will allow Admins to reassign a Smart Number to a user’s profile and Manage General RingDNA Dialer Settings:

Last updated on