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Profile Based Security & Field-Level Security:

on demand hosted Cloud CRM software / web-based SFA instant messenging service software

Cloud CRM Security by Salesboom:
  • Group users into profiles based on their jobs.
  • Record-Level Security.
  • Field-Level Security.
  • Login Time and IP access control.
  • Enterprise Administration.
  • Increase use adoption rates.

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On Demand>Cloud CRM >Enterprise Administration > Profile Based Security & Field-Level Security

Profile Based Security, Field-Level Security and Enterprise Administration

Cloud CRM Software System Security is the number one concern for Salesboom. This is why our Profile-Based Security and Field-Level Security model allows your company's executives and administrators to group certain Cloud CRM/ERP functionality together, limiting user's access only to information, fields and tools required to do their jobs. You can categorize types of users based on their job roles at your company into profiles that can be assigned to multiple users performing the same job.

user profile management | Cloud CRM

Salesboom granular privileges (Create, Edit, Delete, and View), Data Export/Import rights, record-level and field-level security, as well as login access preferences can be grouped into a custom profile.

Record-Level Security: Manage access rights to Salesboom tabs (e.g. Campaigns, Contacts, Accounts, etc.).

Field-Level Security: Manage granular field privileges (Edit, Delete, View).

Login Access Preferences: Manage access time, and login IP preferences.

View Online Cloud CRM System Security Tutorial: Changing a Password

Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Receive piece of mind with our CRM Security and Take a Free cloud CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at

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