Setting team permissions
Teams in BoldSales enhance collaboration by grouping users for shared access to relevant records, streamlining workflows, improving coordination, and maintaining data security through proper permission settings.
Use cases
Sales team collaboration
Grant sales teams access to pipelines and deals while restricting visibility to sensitive client records.
Customer support teams
Allow support teams to access conversations and tasks while limiting access to sales records.
Cross-department collaboration
Enable marketing teams to access contacts but restrict access to deals.
Steps to set team permissions
To configure team permissions, go to Setup > Security > Permission Sets here you can create a team permission set and then configure the relevant permissions needed to your team members. This allows for streamlined and consistent access control.
- Set the access levels for each module:
- View – Allow team members to see records.
- Edit – Allow modifications to records.
- Delete – Grant permission to remove records.
Save changes
- Click Save to apply the configured settings.
Assigning users
- You can assign users while creating the permission set by clicking on Manage users, then clicking Assign Users.
- Click Assign to add users to the permission set.
Once you’ve created a permission set, you can assign it to team members to grant them specific permissions. This allows for more granular control over what users can do without changing their primary profile
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Frequently asked questions (FAQs)
Can I restrict a team from viewing certain records?
Yes, you can set module-level permissions or use permission sets to restrict access to specific records.
How do I update permissions for an existing team?
Navigate to Setup > Security > Permission Set, modify permission set, and save the changes.
How do I remove a user from a team?
Go to Setup > Users and Teams > Teams, select the team, find the user, and click Remove. This action will revoke the user’s access based on that team’s permissions.
