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Expand access to the ShiftUp app in your organization by assigning users one of the ShiftUp permission sets.

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ShiftUp Personas

The following personas are supported in the ShiftUp application:
  • Admin: full management access to ShiftUp data
  • Manager: seller capabilities plus seller profile management and strategy assignments.
  • Seller: works account plans and opportunity strategies, can also add accounts to seller profiles.
  • Restricted Seller: works account plans and opportunity strategies.
  • Read Only: read-only access to account plans and strategies; cannot create, edit, share, refresh, or create tasks. Stacks with the Pipeline Agent Viewer permission set the same way other personas can.
  • Pipeline Agent Manager: opt-in permission set for configuring and managing Pipeline agents. Stacks with an existing persona.
  • Pipeline Agent Viewer: opt-in permission set for viewing pipeline agents and their candidates without configuration rights. Stacks with an existing persona.

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Assigning ShiftUp Permission Sets

To assign a ShiftUp permission set, go to the ShiftUp Admin tab, then click the Set Up button in the ShiftUp Personas Assignment section.
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Select the users you want to enable in ShiftUp, assign the corresponding permission set and save changes.
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The specified users will have the assigned level of access after changes have been saved and they should now be able to see the ShiftUp application in their App Launcher.
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