Managing Security Roles in Salesmate Follow

Topics Covered:

• Adding Roles
• Assigning Roles 

This helps you to set up an organization-wide role hierarchy and share rules between them.A security role defines how different users, can access different types of records.

Adding Roles

To add a new Role:

• Navigate to your Profile Icon on top right corner.
• Go to Set Up.
• Head over to Security Roles
• Click on Users & Security.

• Here, you will be presented with the List of 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 the same Role)

Assigning Roles

Since the 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 :

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

• Here you get the list of all 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 Roles Field to update the information
• Hit Update to save the changes.