Understanding Permissions in Companies Module
Permission sets under the Companies module control what users can access and do within the company data in the BoldSales CRM. You can define whether users can view company records, create new company records, update or delete company details, perform bulk actions and share company views with others.
Accessing Permission Sets
From the left sidebar, go to Setup > Users and Teams > Permission Sets or Setup > Security > Permission Sets.
BoldSales provides two system-defined permission sets:
Admin: Full access to all modules and system settings, ideal for admins managing security and overall system configuration.
Standard User: Full module access with restricted setup permissions, suitable for users who should not modify system settings.
Note for administrators: You cannot modify the permission set of the built in Standard User. To grant additional permissions, you must create a custom permission set or edit an already created custom permission set.
For more information about system defined permission sets or creating or editing a custom permission set, refer to Managing User Permissions (Permission Set).
Configuring Companies module permissions
After selecting or creating a permission set, you can configure permissions for each module. The Companies module includes several permission options that define what users can see and do within company records. The sections below explain these permissions in detail.
Note: Access to companies is enabled by default and cannot be disabled, as company’s information must remain accessible to all users.
Create companies
Check this option to allow users to create companies. If unchecked, users will not have permission to create companies.
Access Levels
Access levels determine which company’s data a user can view, edit, or delete based on ownership, team membership, and role hierarchy.
| Access level | View (can see) | Edit (can modify) | Delete (can remove) |
|---|---|---|---|
| All records | All companies, regardless of ownership/team/role | All companies | All companies |
| Team and role records | Companies owned by user’s team, child roles, and unassigned | Same scope | Same scope |
| Team records | Companies owned by user’s team and unassigned | Same scope | Same scope |
| Role records | Companies owned by the user, child roles, and unassigned | Same scope | Same scope |
| Own records | Companies owned by the user and unassigned | Same scope | Same scope |
| No records | Not Applicable | Cannot edit any companies | Cannot delete any companies |
Important notes
- Role records does not include companies owned by users in the same role level (peer roles). For example, a Team Lead cannot view companies owned by other Team Leads.
- Restricting View access can impact what users are able to Edit or Delete, since users can’t act on records they cannot see.
Actions
Actions section defines advanced operations users can perform in addition to basic view, edit, and delete permissions.
- Bulk delete – Provides permission to delete multiple companies at once directly from the listing page.
- Bulk update – Allows users to update multiple companies simultaneously from the listing page, based on their view and edit access levels. Bulk update actions include Add Tags, Remove Tags, and Change Owner.
View Sharing Permission
This section controls how users can share views (saved filter) with others in the organization.
- Share with everyone – Allows users to share views with all users across the organization.
- Share with specific users / teams – Allows users to share views only with selected users or teams, maintaining controlled collaboration.
