What is Admin Profile and Standard profile? Follow

Controlling what you can see is an important aspect of CRM. Whether all records are kept public or private; privacy aspects are involved in Salesmate. You can customize it from :

• Click on Profile Icon
• Navigate to the Setup
• Under the Users & Security  click on Profile Permissions

Understanding User Profiles : Salesmate comes pre-configured with two Profile Permissions:

• Admin
• Standard

Admin

• An Admin User can create profiles that define the access permissions for the users.
• However, a user can edit Standard Profile or Add multiple profiles as per their requirements.
• Please note that the changes can be only be made if the user has Admin or equivalent privileges.
• Set module-level and feature-level permissions for different profiles.

Admin Profile:

(Non-Editable)

• • These users have full control and visibility over the system, except for private emails.
  • They cannot delete Emails 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.