Setting up user access levels
User access levels in BoldSales define what actions users can perform on records based on their assigned roles and permissions. Admins can configure access levels to ensure proper data security and control within the organization.
Use cases
Sales team access control
Ensure sales representatives can only view and edit leads assigned to them.
Managerial oversight
Grant team leads visibility into all team activities for monitoring and reporting.
Data security compliance
Restrict sensitive financial or client data to authorized personnel only.
Access levels
Access levels determine whether users can view, edit, or delete records based on their assigned permissions.
View access
Defines the scope of record(s) a user can view.
- All records – View all available records.
- Team and role records – View records assigned to the user’s team, users with child roles, and unassigned records.
- Team records – View records assigned to the user’s team and unassigned records.
- Role records – View records assigned to the user, users with child roles, and unassigned records.
- Own records – View records assigned to the user and unassigned records.
Edit access
Determines which record(s) a user can modify.
- All records – Edit all available records.
- Team and role records – Edit records assigned to the user’s team, users with child roles, and unassigned records.
- Team records – Edit records assigned to the user’s team and unassigned records.
- Role records – Edit records assigned to the user, users with child roles, and unassigned records.
- Own records – Edit records assigned to the user and unassigned records.
- No records - No permission to edit any records
Delete access
Controls which record(s) a user can delete.
- All records – Delete all available records.
- Team and role records – Delete records assigned to the user’s team, users with child roles, and unassigned records.
- Team records – Delete records assigned to the user’s team and unassigned records.
- Role records – Delete records assigned to the user, users with child roles, and unassigned records.
- Own records – Delete records assigned to the user and unassigned records.
- No records - No permission to delete any records.
Steps to configure access levels
- Go to Setup > Security > Permission Sets
- Assign the appropriate access level.
- Save the changes
Article suggestions
Frequently asked questions (FAQs)
Can I allow a user to edit but not delete records?
Yes, you can assign edit permissions and set the Delete access level to No records for the respective modules in the permission set.
How can I restrict a user to only access their assigned records?
Assign Own records access level under view, edit, and delete permissions.
How do I revoke access for a user who has left the company?
Go to Setup > Users and Teams > Users and deactivate or delete the user account.
