Permissions: Overview

A role is a bundle of permissions. Each permission unlocks one or more actions in a specific area of Vividly — such as Manage, Promotions, Business, Insights, or Account Settings.

Some permissions are view-only (for example, VIEW_MANAGE). Others allow creating, editing, approving, or configuring.

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List of Permissions

Permission	Description
ADD	Create new customers, products, and product groups in Manage.
ADD_CONTACTS	Create new contacts, including name, email, phone, and role, and associate contacts with customers.
ADMIN	Full access across Vividly, including managing roles, permissions, account settings, and creating custom roles. Admins cannot change other users’ permission levels (Owner-only).
APPROVAL_INVOICES	Approve or reject invoices uploaded via Backup Retrieval before matching to deductions.
BROKERS	Add and edit brokers, contract terms, and commission structures.
BUDGETING_MANAGE_BUDGET_DATA	Import, edit, and delete Budgeting data in the Budgeting section.
CANCEL_INVOICES_TRANSACTIONS	Cancel invoice records and void or cancel transactions inside Deductions Reconciliation.
DEDUCTIONS_RECONCILIATION	Use the DRM module: view/search/filter deductions, match to promotion lines, and resolve items via the Miss Log.
DEDUCTIONS_SPEND	Manually add new deduction entries and delete existing deduction records.
DEDUCTIONS_THRESHOLD	Configure low-balance / Quick Clear settings: enable Quick Clear, set thresholds, and assign default product group and fund type for write-offs.
DRM_RESOLUTION	Resolve deductions: match to promotion lines, write off to a fund type or clearing account, clear individually or in bulk, and update deduction status.
EDIT	Edit customers, products, and product groups (master data) in Manage.
EDIT_CONTACTS	Edit contacts and update customer-contact associations.
FORECAST	View Forecast under Insights, including projected units and revenue, and export forecast data (view-only).
FORECAST_EDIT	Override forecast store/velocity values and undo overrides to revert to system-generated values.
FORECAST_LOCK	Lock and unlock a forecast version to control further edits.
FORECAST_VERSIONING	Create/delete forecast versions, rename versions, and copy existing versions (via Generate Forecast).
LIFT	Edit the Lift table: add/update lift percentages and historical lift data used in forecasting and promo performance.
MANAGE_SALES_EMAILS	Configure the cadence for automated sales notification emails.
MASTER_EDIT	Advanced promotion editing after creation without resetting to Pending. For running/completed promotions, only Admins and Owners can use Master Edit.
PAST_PROMOTION_CREATION	Create promotions with past dates to capture historical promo events.
PRICING	Edit Pricing table: add, edit, and delete pricing entries, including customer/retailer price lists.
PROMOTION_APPROVAL	Approve or decline submitted promotions (within the role’s approval limit). Bulk approve. If combined with PROMOTION_CANCELLATION, can also cancel promos across additional statuses.
PROMOTION_CANCELLATION	Cancel promotions in Pending or Submitted. If also assigned PROMOTION_APPROVAL, can cancel promotions across Approved, Running, Completed, and Declined statuses.
PROMOTION_CLOSURE	Close promotions in Completed or Cancelled, and reopen closed promotions when updates are needed.
PROMOTION_LINE_CLOSURE	Close and reopen individual promotion lines.
PROMOTION_REFRESH	Manually recalculate promotion line pricing, expected units, and spend after upstream pricing or product changes.
PROMOTIONS	Create and duplicate promotions (standard and advanced duplication).
PROMOTION_SUBMISSION	Submit promotions for approval (Pending → Submitted) and trigger the approval workflow.
PROMOTIONS_UPLOAD_CREATE	Create promotions in bulk by uploading a CSV or Excel file.
PROMOTIONS_UPLOAD_EDIT	Edit promotions in bulk via file upload without changing the promotion’s current status.
REVENUE_DOLLARS	Manually add and delete revenue records in Business.
TRANSACTION_EDIT	Edit transactions in DRM (amounts, fund types, product groups, and related fields).
USERS	Manage user roles and permissions, and configure role permission settings.
VIEW_BUSINESS	View Business (DRM, Revenue, POS, Cash Application) including dashboards and reporting.
VIEW_COMMISSIONS	View the Commissions section and commission reporting.
VIEW_INSIGHTS	View Insights (Promotion Analytics, Profitability, Accruals, Timing) and related dashboards.
VIEW_MANAGE	View Manage (Customers, Products, Product Groups, Pricing, Lift, Contacts, etc.). View-only, does not include add/edit permissions.

Troubleshooting Checklist

• If a user can see a section but cannot change anything, confirm they have the relevant Edit permission (not just View).
• For promotions, confirm whether the action is create, submit, approve, cancel, close, or master edit. These are different permissions.
• For Forecast, confirm whether the user needs view, edit overrides, lock/unlock, or versioning.