Accessing the events section

The Events module in BoldSales enables users to efficiently schedule, manage, and track meetings, appointments, and key business events. It supports streamlined coordination across teams by providing tools for event creation, calendar integration, and real-time updates.

Use cases

Sales team coordination

Ensure sales representatives can schedule and track meetings with leads and clients.

Task management

Enable managers to create, edit, and assign event-based tasks to their teams.

Appointment scheduling

Provide customer support teams with access to log and track customer interactions.

Steps to access the events section

Navigate to permission sets

• Go to Setup > Security > Permission Sets.

Configure access to events

• To create a new permission set:
  1. Click + Create Permission Set.
  2. Enter a name and description and clone from existing.
  3. In the permission set’s details under the Access section, find the Events module and configure Access Levels settings (View, Edit, Delete).

Assign users to the permission set

1. Click Manage users within the permission set.
2. Click Assign Users then select the users who need access to events.
3. Click Assign to add users to the permission set.

• The assigned users will be able to access the Events module.

Articles suggestions

1. Managing users and permissions
2. Understanding roles and permissions
3. Managing User access

Frequently asked questions (FAQs)

Why can’t a user see the events module?

Ensure that the user has been assigned a permission set with the necessary view access for the events module.

Can I assign multiple users at once?

Yes, when managing users in a permission set, you can select multiple users before saving changes.

What happens if I remove access to events for a user?

The user will no longer see or interact with the events module, but their past events will remain in the system.