Understanding Permissions in the Sales Documents Module
Permission sets allow you to control what users can access and perform within the Sales Documents module. These permissions define whether users can view sales documents, create new documents, update or delete them, and share document 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 how to create or edit a custom permission set, refer to Managing User Permissions (Permission Set)
Configuring Sales Documents module permissions
After selecting or creating a permission set, you can configure permissions for each module. The Sales Documents module includes several permission options that define what users can see and do within sales document records.
The sections below describe these permissions in detail.
Access
Turn on the toggle next to sales documents to allow access to sales documents. If turned off, users cannot access sales documents at all.
Create sales documents
Check this option to allow users to create sales documents. If unchecked, users will not have permission to create sales documents.
Access Levels
Access levels determine which records 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 sales documents, regardless of ownership/team/role. | All sales documents | All sales documents |
| Team and role records | Sales documents owned by the user’s team, child roles, and unassigned. | Same scope | Same scope |
| Team records | Sales documents owned by the user’s team and unassigned. | Same scope | Same scope |
| Role records | Sales documents owned by the user, child roles and unassigned | Same scope | Same scope |
| Own records | Sales documents owned by the user and unassigned. | Same scope | Same scope |
| No records | Not Applicable | Cannot edit any sales documents | Cannot delete any sales documents |
Important notes
- Role records does not include sales documents owned by users in the same role level (peer roles). For example, a Team Lead cannot view sales documents 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.
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.
