Introduction to permission sets

A permission set in BoldSales is a collection of access permissions assigned to users. These permissions define what data a user can access and what actions they can perform, such as viewing, creating, editing, or deleting records, as well as customizing system settings. Each user can only be assigned to one permission set at a time, helping maintain security by ensuring access is limited to features relevant to their role.

Accessing permission sets

To access permission sets:

• Click Setup from the left sidebar menu.
• Navigate to Users and Teams > Permission Sets or Security > Permission Sets.

Default system permission sets

BoldSales provides two system-defined permission sets:

Admin

• Grants full access to all modules and their records.
• Allows users all Setup and Management permissions to customize system-wide settings.
• Ideal for users who maintain security and oversee all activities.

Standard user

• By default, users have full access to all modules, including the Deals pipeline. For other custom pipelines, permissions can be granted individually from the permission set or directly within the pipeline, either during the pipeline creation or by editing the Permission sets section of the pipeline.
• The Setup and Management permissions are disabled by default and cannot be enabled.
• Ideal for users whose access to sensitive settings should be restricted.

Creating custom permission sets and assigning users

Create custom permission sets to provide specific permissions for certain users. This is useful when roles change due to new positions, promotions, or organizational expansion.

To create a permission set:

• Navigate to Setup > Security > Permission Sets or Setup > Users and Teams > Permission Sets.
• Click + Create Permission Set in the top-right corner.

Once the Create Permission Set dialog opens, enter the following details:

• Permission set name: Use a clear name that describes the permission set.
• Clone from: Select an existing permission set to copy its permissions.
• Description: Provide a short explanation of what this permission set entails.
• Click Create to save.

After saving the permission set, its details page opens where you can assign users immediately.

• Click Manage users and then click Assign Users.
• In the drawer, select users by checking the boxes next to their names or search them.
• Click Assign to confirm.

To assign users later,

• Go to the permission sets listing page and click the Assign users icon in the User count column of the permission set.
• Alternatively, open the permission set’s details page and click Manage users, then click Assign Users in the top-right.
• Select the users and click Assign to confirm.