Understanding roles and permissions

In BoldSales, roles and permissions define user access to specific features and data, ensuring users interact only with what’s relevant to their roles. This improves security, enhances productivity, protects sensitive information, and adapts easily as team structures evolve.

Roles

Roles define the level of access and the tasks a user can perform. Roles are typically assigned to users based on their job responsibilities within the organization. Some common roles might include:

• Admin: Complete access to all modules, settings, and configurations.
• Manager: Extensive access to the sales pipeline, reporting, customer data, and task management, with few administrative restrictions.
• Sales representative: Focused access to key modules like pipelines, contacts, tasks, and events.
• Sales intern: Limited access tailored for learning and task execution.
• Digital marketing specialist: Access relevant to marketing modules and campaigns.

Permissions

Permissions determine what a user can do with the data and tools within BoldSales. Permissions can be fine-tuned for each role to control access to records, fields, and actions. For instance, permissions can allow a user to:

• View: Read access to data (e.g., view leads, contacts, or deals).
• Edit: Add or update existing data (e.g. Add a company, update a contact’s information).
• Delete: Remove data from the system.

Additional notes: Why roles and permissions matter

• Efficiency: Clear role definitions reduce confusion and streamline workflows.
• Security: Limit access to sensitive information by customizing permissions.
• Scalability: Adapt roles and permissions as your organization grows, creating new roles for evolving functions.

Article suggestions

1. Roles
2. Managing access permissions by role
3. Overview of users and roles
4. Permission sets

Frequently asked questions (FAQs)

Can I change a user’s role at any time?

Yes, roles can be updated or changed at any time by an admin.

Can a user have multiple roles?

No, each user can only have one active role at a time. However, permissions within that role can be customized to fit specific needs.

Can I create custom roles for my organization?

Yes, admins can create custom roles tailored to your team structure and assign them to users as needed.