Controlling user access with permissions

Managing users and permissions in BoldSales allows administrators to assign roles and set access levels, ensuring users interact only with relevant tools—enhancing security, supporting collaboration, and improving operational efficiency.

Use cases

Onboarding new team members

Quickly add new users and assign them appropriate roles.

Restricting sensitive data access

Ensure only authorized personnel can view or edit specific data.

Team collaboration

Create teams to streamline lead management and deal tracking.

Steps to manage users and permissions

Adding a new user

1. Navigate to Setup > Users and Teams > Users.
2. Click + Create User.
3. Enter details like name, email, role, and permission sets.
4. Click Create to save the user.

Read more on: Adding a new user

Assigning roles

1. Go to Setup > Users and Teams > Roles.
2. Click + Create Role or edit an existing role.
3. Enter role name: Provide a unique and descriptive name for the role (e.g., Sales manager, support agent).
4. Select a Parent role: Choose an existing role as the parent if the new role should inherit certain access levels or follow the same hierarchy.
5. Description: Describe the purpose and responsibilities of this role to help clarify its function (e.g., Responsible for overseeing regional sales activities).
6. Click Create to save.
7. Click Assign Users then select the users to be assigned to the role and click Assign to update the changes

Configuring permission sets

• Navigate to Setup > Security > Permission Sets.
• Click + Create Permission Set.
• Enter a name and a brief description or clone from existing.
• Create and assign it to users.

Adding new teams

1. Go to Setup > Users and Teams > Teams.
2. Click + Create Team and enter a team name and description.
3. Add team members.
4. Click Create to save.

Refer to the detailed KB article for step-by-step guidance on Creating new teams

Article suggestions

1. Overview of users and roles
2. Setting up user access levels
3. Creating and assigning a role to a user

Frequently asked questions (FAQs)

Can I assign multiple roles to a user?

No, a user can have only one role at a time, but you can refine their access using permission sets.

What happens when I deactivate a user?

Deactivating a user revokes their access but retains their records.

Can I restore a deleted user?

No, deleted users cannot be restored. Instead, deactivate users if you might need them later.

How do I transfer ownership of records when a user leaves?

Before deactivating or deleting a user, reassign their deals, contacts, and tasks to another active user in the system.