Introduction to users

Users are individuals who are granted access to BoldSales through a unique account. Each user can sign in to the system and perform actions based on the role and permission set assigned to them. These permissions control what features the user can access and what operations they are allowed to perform within the application.

Accessing users

• Go to Setup from the left sidebar menu.
• Scroll to the Users and Teams section and select Users.
• Alternatively, use the search bar in Setup and type Users and select from the results.

How to invite a new user

You can invite a new user using one of the following options:

• From the users listing page: Click + Invite User.
• Using the global add icon: Click the + icon in the top navigation bar and select Invite user from the dropdown menu.
• Using the keyboard shortcut: N + U.

Fill in user details

A drawer will open where you can enter the following details:

• First name / Last name * – Name of the user.
• Email address * – Email address of the user. An invitation will be sent to this email address.
• Phone number – Phone number of the user.
• Job title – The position or designation of the user within the organization.
• Reports to – Defines the reporting hierarchy by selecting the user’s reporting person.
• Role – Specifies the user’s role.
• Permission set – Specifies the permission set that controls what the user can do in the system.

Click Invite to send the invitation. The user will receive an email notification with a link to access BoldSales.

Fields marked with an asterisk (*) are mandatory.

Types of users

In BoldSales, users can have different statuses. The types are:

Active users

Active users are people who have successfully accepted their invitation and logged into BoldSales. They can perform actions according to their assigned permission set.

Invited users

Invited users are people who have received an invitation to join the system but have not yet accepted or logged in.

Inactive users

Inactive users are people whose accounts are present in the system but are currently deactivated. They cannot log in or perform any actions. This is often used for former employees or for temporary suspension. Their data and history remain in the system for record-keeping. It can be reactivated by an administrator if needed.

Users listing and details page

From the users listing page, you can:

• Invite and edit users
• Filter users based on role, permission set, and reporting person
• Activate and deactivate users
• Search users
• Delete users
• On clicking a user, you will be navigated to the user details page where you can view and manage key configurations such as the user’s profile information, role, permission set, reporting hierarchy, and team, and view the user’s records like pipeline records, contacts, companies, tasks, and events.