Restricting access to sensitive information

BoldSales allows administrators to control access to sensitive information using roles, permission sets, and team-based access controls. This ensures that only authorized users can view, edit, or manage confidential data.

Use cases

Sales team hierarchy

Sales representatives should only see their own deals, while managers can view all deals within their team.

Finance data security

Only finance team members should have access to pricing details, invoices, and revenue reports.

Confidential client data

Certain customer records should only be accessible to account managers and executives.

Steps to restrict access to sensitive information

Configure permission sets for fine-tuned access

1. Navigate to Setup > Security > Permission Sets.
2. Click + Create Permission Set or edit an existing one.
3. Set permissions for View, Edit, Delete for different modules.
4. Click Save.
5. Assign the permission set to users.

Configure email privacy settings

1. Navigate to Setup > Profile > Email Setup.
2. Adjust the email visibility settings:
3. Click Save to apply changes.

Article suggestions

1. Managing access permissions by role
2. Understanding roles and permissions
3. Pipeline permissions and access

Frequently asked questions (FAQs)

How do I restrict access to certain deals or contacts?

You can restrict access by setting up roles and permission sets.

Can I hide specific modules from certain users?

Yes! In Setup > Security > Permission Sets, you can disable access to specific modules like pipelines, contacts, or products for selected users.

Is it possible to allow users to edit but not delete records?

Yes. Under Permission Sets, you can grant Edit permission while disabling Delete permissions for any module.