Activate permissions breakdown – KORE Help Center

Below is a summary of the permissions available in Activate and details about what access it provides to users. With Custom User Groups, admins may create new user groups and control which permissions the users in the group will have access to. The permissions listed here will match the text in the permissions tab under Activate settings.

This table represents all permissions, so some organizations may not see some options due to feature toggles or integration with other products.

Section	Permission Name	Description
Account	View All Accounts	User is able to see the Accounts menu item and click into an account to see account details. This permission does not apply to organizations integrated with Sponsorship & Partner Engagement, unless the Manage Accounts and Contacts feature toggle is turned ON.
Account	Create and Edit Accounts	User can see the +New Account , Edit Account , and New Contact buttons. Users can edit Contacts as well. This permission does not apply to organizations integrated with Sponsorship & Partner Engagement, unless the Manage Accounts and Contacts feature toggle is turned ON.
Task	View Tasks Page	View the tasks page from the left navigation. The Tasks feature toggle needs to be turned on for your organization to see all of the permissions in the task section. Please reach out to your customer success rep if you have any questions.
	Create Tasks	User has the ability to create new tasks.
	Edit and Delete Tasks	Task tab in deals includes a drop-down to show “All Tasks”. User may edit or delete all tasks.
	Edit My Tasks	User has ability to edit only the tasks they are a member of.
Asset	View Inventory Page	User can see the Assets menu item. Asset side panel is read only. The permissions in the Assets section only apply to organizations with the Assets feature toggle turned ON. This permission does not apply to organizations integrated with Sponsorship & Partner Engagement.
	Create, Edit, Delete Assets	User can edit and delete Assets. This also gives users the ability to create, edit, and delete Product, Division, and Category. This permission does not apply to organizations integrated with Sponsorship & Partner Engagement.
	Roll Over Inventory	User can see the Roll Over Rate Cards button. This permission does not apply to organizations integrated with Sponsorship & Partner Engagement.
Deal	View My Deals	User can only see the deals they are a member of.
	View All Deals	User can see all deals, even if they are not a member. The My Deals vs. All Deals dropdown appears on the deals page.
	View Deal Overview	User is able to see the Deal Overview tab in a deal.
	View Members	User can see the Members tab in a deal.
	View Deal Details	User sees the Gear Icon and the Deal Details tab in a deal This permission does not apply to organizations integrated with Sponsorship & Partner Engagement.
	View Deal Assets	User can see the Assets tab, but the asset side panel is read-only.
	Create Deal Assets	User has access to +Add Asset button on the deal asset tab. This permission does not apply to organizations integrated with Sponsorship & Partner Engagement.
	Manage Deal Assets and Deliveries	Fields in the Asset Side Panel are editable. Users are able to access the full page slider for Delivery. If a user group has this permission, they will be able to see the "Internal Remarks" field. Otherwise, it will be hidden.
	Roll Over Deal Assets	User sees the Roll Over Deal Assets button on the Deals page. This permission does not apply to organizations integrated with Sponsorship & Partner Engagement.
	Edit Deal Details	The fields in the deal details tab are editable This permission does not apply to organizations integrated with Sponsorship & Partner Engagement.
	Edit Members	User has the ability to invite and remove members from a deal.
	Create New Deals	User sees the +New Deal button on Deals page.
	Delete Deals	User sees the delete option under the gear icon in a deal This permission does not apply to organizations integrated with Sponsorship & Partner Engagement.
Event	View Events Page	Users can see the Events menu item and search and filter on the Events and Event Categories pages. The permissions in the Events section only apply to organizations with the Events feature toggle turned ON. This permission does not apply to organizations integrated with Sponsorship & Partner Engagement.
	Create, Edit, Delete Event	Users can create new Events, as well as edit and delete them. This permission does not apply to organizations integrated with Sponsorship & Partner Engagement.
	Create, Edit, Delete Event Category	Users can create new Event Categories, as well as edit and delete them. This permission does not apply to organizations integrated with Sponsorship & Partner Engagement.
OKR	View OKR Page	User can see the OKRs tab in a deal The permissions in the OKR section only apply to organizations with the OKR feature toggle turned ON.
OKR	Create, Edit, Delete OKRs	User is able to create, edit, and delete OKRs.
Report	View Internal Reports	User is able to view all reports within the Internal Reports category. Default system created reports will show in this category. The permissions in the Reports section only apply to organizations with the Reports feature toggle turned ON.
	View External Reports	User is able to view all reports within the External Reports category.
	Edit All Reports	User can modify reports created by other users, but not the system default reports. User can still save a copy of a default report as their own to make modifications to it.
	Edit User Reports	User can only modify reports within the My Reports category.
File	View All Files	User can see and download files uploaded by anybody. The permissions in the File section only apply to organizations with the File feature toggle turned ON.
	View Public Files	User can only see and download files that have the “Make Public” checkbox checked.
	Edit All Files	User can re-name, download, and delete all files whether they uploaded it or not.
	Set/Unset File as Public	User can access the “Make Public” checkbox.
	Upload Files	User can upload, re-name, download, and delete files that they uploaded.
Evaluate Social	View Deal Social Metrics	User has access to the Social Metrics tab in a deal. This only applies to organizations with the feature toggle turned on. The permissions in the Evaluate - Social section only apply to organizations with the Social Metrics feature toggle turned ON.
Setup	Edit Organization Profile	Users are able to access the Org profile tab and change color and branding for the org.
	Edit Permissions	Users are able to access the Permissions tab and change permissions for Custom User Groups.
	Edit System Configurations	Users are able to access the System Configurations tab to access setting toggles and add various categories such as Account Groups, Deal Types, etc.
Insights	View Dashboard	User is able to view the tableau dashboards when the Insights toggle is enable and the tableau connection is configured. The permissions in the Insights section only apply to organizations with the Insights feature toggle turned ON.
	View Deal Insights Tab	User is able to view the Deal Insights tab in a deal. This permission only applies to organizations with Tableau.
	Edit Deal Insight Tab	User is able to edit deal insights. This permission only applies to organizations with Tableau.
Which “Account Groups” can this group access?		“No Restrictions” - this means users will have access to data relating to all Account Groups. If toggled off, a checklist will appear showing all Account Groups configured for the organization. The users in the group will only have access to the checked Account Groups. This permission does not apply to organizations integrated with Sponsorship & Partner Engagement, unless the Manage Accounts and Contacts feature toggle is turned ON.
Which “Deal Types” can this group access?		“No Restrictions” - this means users will have access to data relating to all Deal Types. If toggled off, a checklist will appear showing all Deal Types configured for the organization. The users in the group will only have access to the checked Deal Types.
Which “Divisions” can this group access?		“No Restrictions” - this means users will have access to data relating to all Divisions. If toggled off, a checklist will appear showing all Divisions configured for the organization. The users in the group will only have access to the checked Divisions.