Managing Profile Permissions in Salesmate Follow

Topics Covered:

• User Profiles
• How to add a Profile

Profile Permissions helps you define permissions for set of Users.

You can define the permissions for each profile as needed and specify the profile when adding a user.

User Profiles:  

Salesmate comes pre-figured 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 the data sharing policy is shared publicly 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 rights 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

How to add a Profile:

To add a new profile,

• Navigate to your Profile Icon on top right corner.
• Go to Setup
• Head over to Profile Permissions 
• Click on Users & Security.

• Click on Add New Profile on Top right corner.
• Add Profile Name, Clone Profile and Profile Description.
• Click on Add button.