USERS & SECURITY (controlling what you can see)

Topics Covered:

A. User Profiles - Standard vs Admin
B. User roles - organization hierarchy
C. Data Sharing

Controlling what you can see is an important aspect in CRM. You can set your records to public view or can set more privacy settings easily inside Salesmate.

User Profiles :  Salesmate comes pre-configured with two profiles.

• Admin
• Standard

• Admin Profile : (Non Editable)

• • These users have full control and visibility over the system, except for private emails.
  • They cannot delete Email of other users, but can view them as per data sharing policy is shared public or with Teammates and Owners.
  • Salesmate allows having multiple admins in the system.
  • The primary registered user who signed up with Salesmate is an admin user by default.
  • Admins can further delegate administrative privileges to other users.

• Standard Profile : A user can be assigned Standard Rights or other Rights that can be created other than default Standard right and Managed with users of multi discipline.

• • Standard rights are added as default and can be later modified as per user needs and utility.
  • Standard rights are editable Profiles

To Create a profile :

• Go to Setup > Users & Security

• Go to Profile Permissions

• Click on + Add New Profile
• Enter the Profile Name

• Choose the profile which should be cloned
• Give a description of the Profile

• Make necessary changes in the default selection of rights assigned
• Click Save button to continue

User Roles - organization hierarchy

Note: Two fixed roles ( CEO & Manager ) in Starter Plan. Custom Roles in Growth Plan.

This helps you to setup organization-wide role hierarchy and sharing rules between them.

To create a new role:

• Go to Setup > Users & Security > Security Roles

• Hover over a Role (under which you want to add a Role)
• Click on (+) Add Role

• Enter the Role Name
• Choose the reporting role
• Give a description of the role
• Set the data sharing with peers (Selection of this option allows data to be shared with users on same Role)

• Click on Save

Assigning Roles and Profiles

Since Roles of users evolve within the organization. It may require that you may need to update the Roles and Profile Permissions of users. Here are steps to update Roles and Profile Permissions :

• Go to Setup > Users & Security > Users

• Hover over the user's name and click on "View"

• Click on Edit, from the top right of the screen to update the settings.

• Go to Profiles and Roles Field to update the information
• Hit Update to save the changes.

Data Sharing

• By default, access rights to all records are set as private so that the record owner and his/her manager can oversee the data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles and profiles.
• Once the data sharing rules are configured, users associated with other roles and profiles can gain additional access to the records that belong to other users.