Help Center

Gives a user the ability to create an order. A user will only be able to create an order for a company where they are a rep, unless they have the permission to “view all contacts” which is in permissions under the contacts tab.

Gives a user the ability to access the Approve Orders page and see their orders that are awaiting any approval. A user will have the ability to submit client approval here, as they can bring up the digital signature box, upload a new signed contract, or submit an email record of approval.

Gives a user the ability to search orders in the system. Search orders is found under Sales > Orders.

Gives a user the ability to select past issues in the order creation process. Whether or not an issue is in the past is determined by the Artwork Due (Hard Close) Date. With this permission, you can sell three months into the past for print ads, and one month into the past for digital advertisements.

Gives a user the ability to delete pending and incomplete orders from the pending orders tab on the company overview page. You can require the user to enter a reason for deleting pending orders by changing the settings on the Provide Lost Sales Reason system configuration.

Gives a user the ability to delete a 100 percent confirmed order from the orders tab on the company overview page. You can set up lost reasons under Settings > Sales > Lost Sales Reasons to better track why customers are canceling orders.

Gives a user the ability to delete Allow a user to delete other rep’s orders or line items. and incomplete orders from the pending orders tab on the company overview page.

This permission is needed to remove service items marked as Mandatory with Contract(s) from orders. Without the permission, you cannot remove these line items when they are on an order.

Gives a user the ability to export a list of orders to a CSV file from the Orders page. Users will need the Search Orders permission to Export Orders

Gives a user the ability to view all 100 percent approved orders, regardless of if they are the order rep or not.

A user will also have the ability to edit all orders regardless of if they are the rep on the order. This includes changing the various contacts associated with the order, changing the order rep and adding a credit card, PO number, prepay or special billing.

Gives a user the ability to edit line items on a 100 percent approved order. This includes changing the ad size, color, issue and price. A user will also have the ability to edit the commission splits and percentages.

Only available if your site has digital media sales enabled, this permission allows users to access the ‘Ready for Ad Server’ checkbox when adding or editing line items that get pushed to an Ad Server (for example GAM or Broadstreet).

Gives a user access to the ‘Edit Line Item Rep Splits’ bulk action on the Products tab of creating an order. The bulk action allows users to assign rep splits for commissions on the line items on pending, or incomplete orders.

Gives a user the ability to edit line items on 100 percent approved orders when the item has been invoiced. A user will need the permission to edit orders and sales splits.

Gives a user the ability to edit line items on fully approved orders that are past their material due dates. The user will also need the permission to edit orders and sales splits.

Gives a user the ability to edit the price of a service item when it is on a 100 percent approved order.

Gives a user the ability to edit the sold date of an order after an order has been 100 percent approved.

Gives a user the ability to clone line items on a 100 percent approved order. Cloning a line item will recreate that line item on the same order. Also gives a user the ability to reorder a 100 percent approved order and adjust the issues in that order. Also gives a user the ability to copy a pending order to another company.

Gives the user the ability to add recurring to an order. Recurring an order will automatically generate another order once the recurrence threshold has been met. The new order will need approval.This recurring method will continue to create these new orders forever unless a user has set an end date or a user manually tells the system to stop. The recurrence threshold is set up in Settings > System Configurations > Sales - Orders.

Gives a user the ability to add recurring to a line item. Recurring a line item on an order will automatically generate another line item on that order once the recurrence threshold has been met. The new line item will not need any approval. This recurring method will continue to create new line items forever unless a user has set an end date or a user manually tells the system to stop. The recurrence threshold is set up in Settings > System Configurations> Sales > Orders.

Gives a user the ability to upload a contract PDF to have on file in the system after the order is 100 percent approved. To upload another contract, a user will need to click on “view order history” under the actions field on a particular order. Here they will have the ability to upload another contract.

With this permission, a user can turn on the ‘Create Pre-Pay Invoice’ setting on orders. When turned on, the system will automatically generate and send a special pre-pay invoice to the customer upon order approval.

The permission will allow a user to turn off the pre-payment required for a service line item even if that service is set up to require pre-payment.

Gives a user the ability to add or edit existing installment billing on an order that has been approved at the publisher or client level or is 100 percent approved.

Restricts the user to only selling to the publications they are tied to in their user configuration. Publication restrictions only work if you have the Enable Sales Rep / Publication Association enabled.

Allow a user to create an Ad Hoc Group when entering a new order.

Allow a user to add a new products to a confirmed order on a company’s order detail page.

Gives a user access to the Order History search page. The Order Histoy pages allow users to see change history for every order in the system. The page is usually reserved for management.

Gives a user the ability to view all order history information, including detailed information such as any post approval changes that were made. Without this permission a user would only be able to see basic order history, such as timestamps for approval and invoice creation.

Grants a user the ability to edit order notes after the order has been fully approved. Without the permission, users can edit order notes only if the ‘Amendment Requires Order Approval’ option is selected when editing the order.

Allows a user to turn on or off the ‘disable order re-pricing' setting when editing approved orders.

When a Cost Basis is set on a service product, users with this permission can view line item and order level margin information on the add/edit line item popup, and on the Products tab of creating an order.

Gives a user view-only access to the Sales Goals and Activity Goals pages. Without the sub-permission to view all users, they will only see their own goal data on these pages.

Gives a user the ability to discount an order at the order level. A user can discount an order by setting a new order total or giving a flat discount. The discount is applied porportially to all line items. A user will be limited to the amount they can discount based on their user permissions.

Allows a user to add order discounts up to the first, second, or third discount levels depending on which permissions they have. A user will not be able to add an order level discount that is higher than their given permissions.

Allows a user to discount a line item below the $0. This feature was design to allow a user to adjust financial data. An item that is discounted below $0 will not be invoiceable and will NOT create a production ticket.

Grants a user the ability to set negative discount amounts on order line items, in other words marking-up the line item value.

Gives a user the ability to create ad hoc discount or fee when creating an order and determine if they would like it to show on the contract.

Gives a user the ability to upgrade the ad size on an order

Gives a user the ability to apply a frequency discount set up in the rate card if the order does not have that specified frequency

Gives a user the ability to create proposals. Proposal may require approval before you can send them to a customer. You should only use proposal is you plan to have your customer leverage client center. Client Center will track what parts of the proposals your customer is reviewing and allow them to add discussions/notes.

Gives a user the ability to search proposals.

Gives a user the ability to sign a proposal on behalf of their client. Without this permission, a proposal can only be accepted if a client logs into the client center and signs it.

Gives a user the ability to convert a proposal into an order.

Gives a user the ability to delete proposals.

Gives a user the ability to add and edit sales opportunities. These opportunities can be tied to activities and orders.

Gives a user the ability to delete any forecast or opportunity within the system. Without this permission, users can delete forecasts or opportunities that they are the owner of but cannot delete forecasts or opportunities owned by other users.

Gives a user the ability to edit the opportunity owner. The options for the opportunity owner are restricted to the reps on the company.

Lets a user access the Forecast Management page, where opportunities and pipelines can be viewed and interacted with in a Kanban board view.

Access to this report will allow a user to see the lead source and status of contacts in the system

Gives a user the ability to export the forecast and the lead status report to a CSV.