- Home
- Getting Started
- Account & Settings
- Roles & Add-On Access
- Settings
- Agentic
- White Label
- Agents & Engines
- Engines
-
Agents
- Overview
- Core Agents
- Core Agents
- Matrix Agent
- Audit Agent
- Industry Agents
- Patent Agent
- Add-On Modules
-
Manufacturing
- Manufacturing
- Overview
- Work Orders
- Production Scheduling
- Shop Floor Monitor
- OEE Dashboard
- Production Counters
- Plant & Process Setup
- Work Centers
- Bill of Materials
- Manufactured Products
- Work Instructions
- Quality Operations
- Overview
- Inspection Plans
- Quality Checklist
- Non-Conformance (NCR)
- SPC Charts
- Traceability (4M)
- Maintenance Operations
- Overview
- Asset Registry
- Preventive Maintenance
- Work Orders
- Spare Parts
- Reliability Dashboard
- Inventory Operations
- Overview
- Material Staging
- WIP Tracking
- Kanban Replenishment
- Material Consumption
- Assets
- Asset Health
- Legal
- Construction
- Government
- Education
- Energy
- Agriculture
- Healthcare
- RevOps
- Ecommerce Operations
- Financial Audit & Fintech Ops
- Insurance
- Hospitality
- Real Estate
- Patent & R&D Operations
- Automotive & Fleet Management Ops
- Customs & Global Trade
- Enterprise & Technical
-
Enterprise Operations
- Enterprise Operations
- Overview
- Enterprise Operations Guide
- Compliance & Docs
- Overview
- Approval Workflow
- Expiry Reminders
- Document Control
- Audit Trail
- Compliance Radar
- Contracts & Warranty
- Overview
- Active Contracts
- Warranty Check
- Service Billing
- Field Service
- Overview
- Dispatch Board
- Job Management
- Van Inventory
- Performance Dashboard
- Service Desk
- Overview
- Service Requests
- SLA Monitor
- Knowledge Base
- Procurement & Vendor
- Purchase Orders
- Vendor Portal
- RFQ Management
- QHSE
- Overview
- Incident Reporting
- Permit to Work
- Safety Inspections
-
Security & Compliance
- Threat & Monitoring
- Overview
- Security Hub
- Security Audit
- IAM Visualizer
- Dependency Scanner
- Secret Scanner
- Secret Vault
- Traffic Monitor
- Audit Trail
- Threat Simulator
- Compliance Radar (MatrixAgent)
- Identity & Compliance
- Overview
- PPTX Auditor
- PDF Auditor
-
Engineering & Infrastructure
- DevOps & Infrastructure
- Overview
- Cron Builder
- CI/CD Pipeline
- Containers
- Log Streamer
- Secrets Management
- Health Monitor
- Infrastructure as Code
- Developer Tools
- Overview
- Nerve Center
- Git Diff Viewer
- Regex Tester
- JSON Transformer
- Workflow Optimizer
- Execution Replay
- Workflow Editor
- Dev Hub Terminal
- Security Hub
- Graph View
- Terminal Editor
- API Playground
- DSL Compiler
- Database Tools
- Overview
- Database Manager
- ORM Mapper
- SQL Formatter
- Schema Visualizer
- Visual Query Builder
- Seed Data Generator
- Custom Collections
- QA & Test
- Overview
- Flake Tracker
- Artifact Vault
- Web Test Module
- Test Plan & Runner
-
Data & Intelligence
- AIOps & Intelligence
- Overview
- Agents
- Agent Architect
- Model Center
- Prompt Lab
- Knowledge Base
- Agent Persona Editor
- Tool / Function Registry
- Observability & Logs
- DataOps & Analytics
- Overview
- Data Inspector
- AI Predictive Models
- Core Modules
- Ads & Social Media
- AI Assistants
- API & Integration
- App Groups
- Appointment Booking
-
Automation
- Automation
- Overview
- Workflow Editor
- Monitoring
- Execution Heatmap
- Workflow Pulse
- Trigger Control
- Task Scheduler
- Integration Hub
- Rule Engine
- Pipeline Designer
- Workflow Editor
- Overview
- Triggers
- Manual Input
- Data Sources
- Ecommerce
- Document Management
- Logic & Transform
- AI Agents
- Knowledge / AI
- Validation & Security
- Integrations
- Outputs
- Document Generation
- Image Generation
- Video Generation
- Coming Soon
- Call Center
- Collaboration
- Community
- Creative Studio
- CRM
- Fleet & Logistics
-
Finance
- Hub
- Finance Hub
- Accounting Hub
- Treasury & Banking Hub
- Commercial Accounts Hub
- Invoicing & Billing Hub
- Reporting & Analytics Hub
- Grid View
- Overview
- Accounting AI Assistant
- Treasury
- Invoice Manager
- Expense Management
- Financial Accounts
- Payroll
- Accounts Receivable
- Accounts Payable
- Bank Reconciliation
- Budget & Forecasting
- Expenses & Budget
- Profit & Loss
- Tax & Compliance
- Galleries & Curation
- Google Display Ads
-
Human Resources
- Hub
- Core HR & Organization Hub
- Talent & Acquisition Hub
- Time & Operations Hub
- Grid View
- Overview
- Org Chart
- Organization
- Roles & Permissions
- Employee Skills
- Employees
- Employees & Assignees
- Recruitment
- CV Screening
- Document Entry
- Asset Manager
- Leave Management
- Expense Management
- Overtime
- Performance KPI
- HR Reports
- Legal & Support
- Logistics
- Map Explorer
- Marketing
- My Workspace
- Plans & Pricing
- Point of Sale
- Product Management
- Purchase
- Sales
- Semantic Search
- Strategy & Fundraising
- Warehouse
- Website
- Productivity
- Project Management
- Documents
- Learning (LMS)
-
Creator Tools
- Overview
- Brand Identity Creator
- Template Creator
- Image Creator
- Overview
- Getting Started
- Image Generation
- Remix
- Upscale
- Magic Replace
- Remove Background
- Reframe
- Describe
- Magic Tags
- Magic Fill
- Style Transfer
- Style Preset
- Social Media Images
- Prompting Guide
- Video Creator
- Overview
- Getting Started with Video
- Text to Video
- Image to Video
- AI Video Transition
- Video Effects
- Scene Builder
- Short Film Creator
- Audio Creator
- Overview
- AI Audio
- Text to Speech
- Voice Cloning
- Music Generation
- Sound Effects
- Writer Tools
- App Factory
- Research
- Utilities
RevOps — Domain Roles & Capabilities
Seeded RevOps roles, their capabilities, and staff assignment.
Seeded Roles
Opening the RevOps Roles screen against an empty store seeds 5 role templates — from the RevOps Manager down to the front-line Sales Representative.
| Role | Description | Approver |
|---|---|---|
| RevOps Manager | Full authority over analytics, pipeline settings and pricing | Yes |
| Sales Ops Specialist | Configures pipeline stages, deal stages and rep quotas | |
| Revenue Analyst | Read-only forecasts, commission reports and dashboards | |
| Sales Representative | Front-line rep — works deals, logs activities, creates quotes | |
| Deal Desk Manager | Approves special discounts, price overrides and terms | Yes |
Role → Capability Matrix
| Capability | Manager | Sales Ops | Analyst | Sales Rep | Deal Desk |
|---|---|---|---|---|---|
| revops:pipeline:view | ✓ | ✓ | ✓ | ||
| revops:pipeline:manage | ✓ | ✓ | ✓ | ||
| revops:pricing:override | ✓ | ✓ | |||
| revops:commissions:calculate | ✓ | ||||
| revops:analytics:read | ✓ | ✓ | ✓ | ||
| revops:deals:create | ✓ | ✓ | |||
| revops:deals:read_assigned | ✓ | ✓ | ✓ | ||
| revops:deals:update_stage | ✓ | ✓ | |||
| revops:activities:log | ✓ | ✓ | |||
| revops:quotes:create | ✓ | ✓ | |||
| rev:deal:approve_discount | ✓ | ✓ |
Assigning roles to staff
Roles are assigned on the RevOps Team governance screen. A person may carry a RevOps role alongside roles in other add-ons via multi-hat assignment.
Sales Ops vs Sales Rep
Sales Ops Specialist configures pipelines, targets and commission rules; Sales Representative works inside them — creating deals, logging activities and building quotes all day.
Frequently Asked Questions
Are the seeded roles editable?
Yes — they are templates. A RevOps role builder sees only REVOPS + GLOBAL capabilities.
Which roles are approvers?
RevOps Manager and Deal Desk Manager hold approver capabilities (pricing override, discount approval, commission rules).
Can a Sales Representative approve a discount?
No — discount/price approval needs approver capabilities held by Deal Desk Manager / RevOps Manager.
Who assigns RevOps roles?
Tenant admins and staff-managers, from the RevOps Team screen under Administration & Access.