Sales Manager - Rave User Groups & Permissions

To view all Rave User Group Options Permission sets, please click here for the help article.

Branch Owner

The Branch Owner user group is designed for users who require full access to manage all areas of Rave for their branch.

Recommended For;

• Branch Owners 
• Directors 
• Senior Managers 

Important: Branch Owners have the highest level of access within a branch. Some permissions are module-specific and will only appear if the relevant modules have been enabled for your branch.

How to View Your Branch Owner Permissions

To view and manage your users:

1. Click the profile dropdown in the top-right corner of the screen.

2. Scroll to the Branch Settings section, then select Manage Users.

3. Select the user whose permissions you want to view (for example, a Sales Manager), then click Edit in the top-right corner of the page. 

4. Select the Groups & Permissions tab. Under Groups, select Sales Manager to view the default permissions. 

Default Access

Sales Managers have access to the core Sales functions of Rave, including Reporting

• Branch Settings & Configuration – Managing CRM Settings and Branch Sales Forecasts 
• CRM & Client Management – Full access to manage clients and CRM records
• Projects & Project Communications – Some access to project modules enabled
• Documents & Albums – Manage documents and albums. 
• Progress Claims & Payments – Manage progress claims and payments. 
• Reporting & Audit Trails – Access reports and audit history. 
• Branch Mail & Communication Tools – Manage branch communications.

Note: Some permissions are module-specific and will only appear if those modules have been enabled for your branch.

Reporting Access

Reporting Access lets users view and generate Branch reports in Rave based on the permissions they have for other modules.

Users with Reporting Access can:

• View available reports they can access.
• Filter, sort, and generate reports.
• Export reports to Excel or PDF (where available).
• View data only for the projects, clients or branches they already have permission to access.

Note: Reporting Access does not grant access to additional information. Users will only see data from modules and projects they already have permission to view.