Goal Management Roles & Permissions Follow

Managing User access to Goals is a critical aspect of business. Salesmate lets you manage who can Create, Edit, Delete or Recalculate the created Goals keeping sensitive information safe.

To manage the Goal Management Roles & Permission,

• Navigate to the Profile Icon on the top right corner.
• Click on the Set Up
• Head over to the Users & Security category
• Click on the Profile Permissions

• Select the Profile and click on Edit option

Here, you can manage the permissions for following actions,

• Create Goals: Define which users are authorized to create new goals within the system. You can choose to restrict access entirely or allow creation for individual Goals, Team Goals, or All Goals
• Edit Goals: Grant edit permissions only to users who require the ability to update goals. You can choose to allow the Edit rights to the Owned Goals or to All Goals
• Delete Goals: Determine which users have the ability to permanently remove goals from the system. You can choose to allow the Delete rights to the Owned Goals or to All Goals
• Recalculate Goals: Manage who can recalculate goal progress. You can choose to allow the Recalculating rights to the Owned Goals or to All Goals