Users & Permissions (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. Whether all records are kept public or more privacy aspects are involved can be set in Salesmate.

A. User Profiles - Standard vs Admin

Salesmate comes pre-configured with two profiles: 1) Admin 2) Standard. Create profiles that define the access permissions for the users. Set module-level and feature-level permissions for different profiles.

Admin Profile:

These users have full control and visibility over the system, except for private emails. They cannot delete themselves. Only fellow admins can do this. Salesmate allows having multiple admins in the system.

The user you signup with is an admin user by default. Admins can further delegate administrative privileges to other users.

Standard Profile:

Users created by the admins are the standard users based on the rights set.

To Create a profile:

Go to Setup > Users & Permissions
Click Profiles > + Add New Profile
Enter the Profile Name
Choose the profile which should be cloned
Give a description for the Profile

To associate a user with a profile:

Open a Profile and browse to the end of the profile
Click Associate New User
Select the User from the list of Users to associate.

Note: You can select the profile while creating a user and also change the profile while editing it.

B. User roles - organization hierarchy

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

To create a new role:

Go to Setup > User & Permissions
Click Roles > Add New Role
Enter the Role Name
Choose the reporting role
Give a description for the role
Set the data sharing for peers
Save

C. Data Sharing

By default, access rights to all records is 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 to other roles and profiles can gain additional access to the records that belong to other users.

Note: You can provide the following types of access levels to a user in Salesmate:

Private: Only the record owner and his/her superior can view the record.
Public Read Only: Users can view others' records but cannot modify and delete the records.
Public Read/Write: Other users can view, modify and delete the records.

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