Overview
User Profiles control what each specific user or group of users
gets to see and do with Salesboom. Salesboom comes pre-built with
many standard profiles and customizable profiles in Professional
and Enterprise Edition. You can create a specific profile one
per user, or assign many users to the same profile.
You can set up a user Profile to give edit, delete, create and
view privileges as well as specific process management privileges
on the following record types:
Profiles are now active for Employees/Policies and Violations.
There new profile categories are created: Employee, Policy and
Violation with the following permissions:
Create, Delete, Edit, View and View Reports
There is a new Standard Profile named "Standard HR Manager"
which has all the above permissions turned on. "System Administrator"
also has all the permisions enabled.
- Only Internal, Professional & Enterprise users can add
or clone profiles. (so users of Team edition, etc. can only
view the standard profiles.) Users can also create new profiles
off of their custom profiles, not just standard profiles.
- User can clone as many profiles as they like (e.g. make a
clone of a clone, etc.) and there is a record kept of the standard
profile they all originate from.
- Standard Profiles - can edit standard profile permission settings
- Added support for Reports/Service options to Profiles
- "Import ..." links in Control Panel can now be controlled
via profiles.
- The "My Agenda" panel no longer completely disappears
when a user cannot view events in their profile. (only the events
themsleves disappear now.)
- If a user cannot create events, the links along the left side
of the agenda, (the ones with the date as their title) are disabled
- The "Create..." menu in the upper right can now
be completely controlled via Profiles.
- Added Create/View options to E-mail profile settings
Creating and Editing Profiles
To create, edit, or delete profiles:
Note: Profiles never override your organization’s sharing
model or role hierarchy. For example, the Standard User profile
gives a user access to create, edit, and delete leads. However,
a user with this profile cannot edit or delete other users’
leads if your organization’s sharing model is Read Only for
leads.
To create, edit, and delete profiles click Control Panel
| User & Role Management | Manage
Profiles.
Note: in the Team Edition, you will only be able to view and
assign standard profiles. To create new custom or edit existing
profiles, your organization must be subscribed to the Professional
or the Enterprise Edition. For the standard profiles, only certain
settings can be changed.
Profile drop-down in User Add/Edit screens
Turning off Tabs and panels for all users assigned to
a Profile
- When a "view" option is unchecked, it's tab will
not be displayed for any user assigned that profile. (e.g. if
"View" under Accounts is not checked, the Accounts
tab will not be shown.)
- "My Agenda" (Event->View profile option) can
be turned off by editing a user’s profile
- "My Tasks" (Task->View) panels in the "Home"
section ) can be turned off by editing a user’s profile
Adding "Manage Public Knowledge Base" ability
to profiles
Users with the appropriate profile have the ability to manage
the organization’s Public Knowledge base. Public knowledgebase
management is allowed only by users with the following Profiles:
- System Administrator
- Standard Solution Manager
- Custom Profile built from Standard Solution Manager
Profiles are now active for Employees/Policies and Violations
Disabling a Tab in the Related Records Section
(e.g. "Notes" in the cases view for example) with profiles.
Standard Profile "Standard HR Manager" has priviledges
of a Standard user plus has the ability to manage, ie Create,
Delete, Edit, View and View Reports permissions on:
- Employees
- Policies
- Violations
There is a new all the above permissions turned on. (I cloned
it from the Standard User profile.), "System Administrator"
also has all the permisions enabled.
All other profiles can only view Employees and Policies.
You can now disable a related report tab (e.g. "Notes"
in the cases view for example) with profiles.
Profiles can now be assigned Login Preferences. You can
create/edit new login preferences by going to "Manage Profiles->Login
Preferences"
Setting User Login Hours Restrictions (Rules)
- Selecting a range like "From: Sunday through Sunday" means
that the login hours start on sunday and finish at the end of
the SAME Sunday. (so they just apply for one day, Sunday)
- To do a whole week you would choose: "From: Sunday through
Saturday", so it means starting on Sunday and going through
to the end of Saturday. Thus weekdays would be "From:
Monday through Friday".
- Selecting " -- None -- " for both start/ending hours
means that the user can login for the entire day, every day.
(24/7/365)
- The starting hour must be less than the ending hour. e.g.
from 6 PM to 12 AM"
- Setting hours to, for example: "From: 6 PM to 6 PM"
blocks access for the entire day. You can either do this
or, just not include the day in the login settings. So if you
don't want the weekend, make sure none of the Login Hours entries
have Saturday or Sunday in them.
Assigning Login Rules to Profiles
In profiles you can now turn on/off:
- Import/Imported History ability
- Export ability
- Mass Reassign/Mass Delete ability
- Web Capture ability
- Access to Workflow and User & Role Management sections
in the Control Panel
- Customize Tabs link in the CRM Administration section in the
Control Panel
- Login restrictions
Standard Profiles
(The standard profiles available vary according to which Edition
you have.)
There are standard profiles in every Salesboom organization.
Some profiles are not available in Team and Professional Editions.
| Profile
Name |
Available
Permissions |
| System
Administrator |
Can
configure and customize the application. Has access
to all functionality that does not require a different
profile. For example, administrators cannot publish
solutions on the public knowledge base unless they switch
to a Solution Manager Profile. Can manage price books
and products. Can edit any quota, override forecasts,
and view any forecast. Can’t edit, or delete users
with Super user profile. Can’t access financial
information. System Administrator will not be able to
un-administer themselves. |
| Super
User |
Same
like System Administrator, but with full access. |
| Standard
User |
Can
create and edit most major types of records, and run
reports. Can view, but not manage, campaigns. Can create,
but not review or publish solutions. Can edit personal
quota and override forecasts. Can create, but not approve
or reject contracts. |
| Solution
Manager |
Can
review and publish solutions. Also has access to the
same functionality as the Standard User. |
| Marketing
User |
Can
manage campaigns, import leads, create letterheads,
create HTML email templates, manage public documents,
and update campaign history via the import wizards.
Also has access to the same functionality as the Standard
User. |
| Controller
User |
Can
create, edit, activate and delete invoices. Can manage
payments and settle invoices. This profile can also
delete contracts as long as they are not activated. |
| Contract
Manager |
Can
create, edit, activate, approve and reject contracts.
This profile can also delete contracts as long as they
are not activated. |
| Read
Only |
Can
run and export reports, and view, but not edit, other
records. |
|
In Team Edition, you can assign the included standard profiles
to your users. However, you cannot view or edit the standard profiles
or create custom profiles. In Professional and Enterprise Editions,
you can use the standard profiles or create, edit, and delete
custom profiles. For the standard profiles, only certain settings
can be changed.
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