- Roles and Profiles
Take your organization online: Bring users on board Bigin
Custom roles and profiles help you replicate your organization's structure in Bigin, and control who sees what information using profile-based access and permissions. With roles and profiles, you can share data with only the people who need it and ensure all your CRM data is safe and secure.SIGN UP FOR FREE
Here's how we can help you
- Invite your team to become users
- Assign roles and access to data for your users.
- Keep access to data flexible among users with peer data visibility
- Manage profiles to control user access to CRM data
- Manage other users as an administrator
Invite your peers to become users in Bigin
Invite people to become users in your Bigin account via email. Once they are confirmed as a user, you can assign roles and profiles to them and maintain organized access to data in your CRM.
Assign your users, role and access to data
The purpose of roles is to create hierarchies much like those already in your organization. You can replicate the roles in your organization in Bigin as a manager-subordinate hierarchy. Users can only view the data they have access to, and that belonging to people in roles that they supervise.
Create the roles you need and assign them to users in your organization. All roles and their privileges can be edited at any time.
Set data access with peer data visibility
Bigin lets you choose to allow all the users belonging to a particular role to view records owned by their peers or restrict access to just what they work with directly. You can turn Peer Data Visibility on or off with a click!
Manage profiles to control access to CRM data
Profiles help you control user access in Bigin based on roles. For example, the role of a manager involves managerial tasks like creating workflows and importing data, while a sales rep whose job is to follow up on leads does not require the same overarching access to the data. By creating profiles with only the required access to data, you'll keep your CRM records more secure than ever.
Bigin also lets you create personalized profiles and provide as much access as you think is necessary. You can also edit the privileges and access at any time.
Manage fellow users as an admin
Being an admin comes with extra perks. You can invite people to become users in your Bigin account and assign them roles. We also understand that businesses change so you can also edit accesses and activate or deactivate users in your Bigin account.
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