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  1. Revenue.io Knowledge Center
  2. Administration

Administration

Manage your users, account, and data with ease

Managing Account Details

  • Viewing Account Details
  • Managing Locations
  • Managing Holiday Schedules

Managing Salesforce Configurations and Settings

  • Create or Update a Revenue.io Sandbox
  • Monitor Your Salesforce API Usage
  • The Salesforce Connect User

Licensing

  • User Roles and Permissions by Product
  • Licensing Overview
  • Requesting Licenses
  • Viewing Licensed Users By Product
  • Viewing licenses associated with an individual Revenue.io user

Audit Logs

  • Viewing logs of changes to Data Deletion Policy
  • Viewing logs of Salesforce Errors
  • Viewing logs of GDPR changes
  • Viewing logs of blocked/unblocked numbers
  • Viewing logs of Emergency Call Flow Routing
  • Viewing logs of Call Recording playback

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Integrations

  • Account Settings: Integrations

Managing Users

  • Generating a User Export file
  • Admin User Capabilities
  • Add and Manage Revenue.io Users
  • Super Admin Capabilitites
  • Ability to Search for New Reps By Email

Managing Teams

  • Teams Overview
  • Creating and Managing Teams
  • Managing Team Supervisors
  • Adding a Member to a Team

Managing Profiles

  • Profiles Overview
  • Viewing Profiles Associated with your Account
  • Viewing Users Associated with a Profile
  • Managing Custom Fields associated with a Profile

Data Management

  • Deleting Customer Data
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