Configuring team data access
In BoldSales, teams enhance collaboration by allowing shared access to records while preserving data security. By configuring team data access, admins can ensure members have the appropriate permissions to view, edit, and manage records efficiently.
Use cases
Assign records
Ensure that records such as leads, deals, and tasks are assigned to the right teams for better workflow management.
Control data access
Restrict data visibility based on team roles to maintain security and prevent unauthorized access.
Enhance collaboration
Enable seamless teamwork by granting appropriate permissions while ensuring accountability.
Steps to configure team data access
Navigate to teams
- Click on Setup > Users and Teams > Teams from the left navigation menu.
Create or edit a team
- To create a new team, click + Create Team and enter a team name.
- To modify an existing team, click on the team’s name to edit the team members and other team details as intended.
Add team members
- Click on a team to assign members, click Assign Users from the teams details page and select users from the list.
- Click Assign (x) to confirm. X is the total number of users selected.
- Alternatively, you can add members during team creation or from the team’s listing page under User count column by clicking on the Assign users icon.
- Assign appropriate roles based on their responsibilities.
Assign roles and permission sets
- Under each team member’s profile:
- Assign appropriate roles and permission sets to fine-tune access to modules, features, and data operations (view, edit, delete).
Article suggestions
- Restricting access to sensitive information
- Pipeline permissions and access
- Best practices for managing user roles securely
Frequently asked question (FAQs)
Can I assign multiple users to a team?
Yes, you can add multiple users to a team and define their roles.
What happens if a user is removed from a team?
Their access to team-shared records will be revoked unless they have individual permissions.
Can a user be part of multiple teams?
Yes, a user can be added to multiple teams, and their access will be based on the highest level of permissions assigned.
