CRM Software Support Center
PROFILES

Accounts
What is an Account?
Accounts Tab Page
Viewing Accounts
Custom Account Views
Manage Accounts
Managing Accounts
Creating a New Account
Saving Accounts
Edit an Account
Delete an Account
Print an Account
Account Tools
Import Accounts
Account Web Capture Tool
Account Reports
Adding a Contact
Adding an Opportunity
Adding Multiple Addresses
Adding a Note
Adding a Task

Ajax and COMET Tools
Ajax Contacts Rolodex

Campaigns
What is a Campaign?
Campaigns Tab Page
Viewing Campaigns
Custom Campaign Views
Featured Campaigns
Managing Campaigns
Creating a Campaign
Saving a Campaign
Edit a Campaign
Delete a Campaign
Print a Campaign
Adding a Lead
Adding an Opportunity
Adding an Account
Adding a Contact
Adding a Web Capture Tool

Cases
What is a Case?
Cases Tab Page
Viewing Cases
Custom Case Views
Featured Cases
Manage Cases
Managing Cases
Creating a New Case
Saving a Case
Sending Notification
Edit a Case
Delete a Case
Print a Case
Linking to a Contact
Case Reports
Case Tools
Web Capture Tool
Adding a Note
Adding a Task

Contacts
What is a Contact?
Contacts Tab Page
Viewing Contacts
Custom Contact Views
Manage Contacts
Managing Contacts
Creating a New Contact
Edit a Contact
Delete a Contact
Clone a Contact
Contact Tools
Web Capture Tool
Contact Reports
Adding a Note to a Contact
Adding a Task to a Contact
Adding a Photo to a Contact

Control Panel
Personal Information
Edit Personal Information
Change My Password
Customize My Tabs
Customize Tabs
Customize Buttons
Customize Sidebar
Importing
Set Organization Logo

Control Panel: Import

Corporate Policies
Quick create for policies
Reports for policies

CRM Administration
Overview
Add Company Message
Custom Tabs and Fields
Customize Selection Lists
Rename My Tabs

Custom Page Layout
Overview
Campaigns Layout
Leads Layout
Accounts Layout
Contacts Layout
Opportunity Layout
Contracts Layout

Data Management
Overview
Custom Templates
Signature
External E-mail Settings
Mass E-mail History
Outlook Integration
Importing
Flagged Errors

Documents
What is a Document?
Documents Tab Page
Viewing Documents
Custom Document Views
Retrieving Saved Documents
Document Hierarchy
Featured Documents
Managing Folders
Creating Folders
Editing Folders
Deleting Folders
Managing Documents
Adding Documents
Sending Notification
Editing Documents
Replacing Documents
Deleting Documents
Moving Documents
Manage Documents

Email
Custom Templates
Signature
External Email
Mass Email History
Detailed Mass Email Reports
Mass Email Attachments
MS Outlook Integration
Email to Case
Email to Lead
Viewing Messages
Viewing Folders
Creating a Folder
Composing a Message
Adding Attachments

Events
What is an Event?
Viewing Events
Creating Events
Creating a New Event
Inviting Others
Sending Notification
Editing & Deleting Events

Forecasts
What is a Forecast?
Forecasts Tab Page
Viewing Forecasts
Custom Forecast Views
Featured Forecasts
Forecast Data Fields
Opportunity Data Fields
Creating a New Forecast
Edit a Forecast
Delete a Forecast
Print a Forecast
Forecast Reports

Human Resource Management
Employee Management
Employees tab
Viewing an Employee Record
Employee Policy Violation Reports

Importing Data
Supported Data Types
Importing Your Data

Instant Messages
Personal User Data
Sending Messages
Message Archive
Message Archive Search
Message Key Users

Leads
What is a Lead?
Leads Tab Page
Viewing Leads
Custom Lead Views
Manage Leads
Managing Leads
Creating a New Lead
Sending Notification
Edit a Lead
Clone a Lead
Delete a Lead
Converting a Lead
Generating Lead Reports
Lead Tools
Import Leads
Lead Web Capture Tool
Adding Document to a Lead
Adding Photo to a Lead
Adding a Note to a Lead
Adding a Task to a Lead

Logging In and Out

Microsoft Outlook Integration

Notes
What is a Note?
Viewing Notes
Creating Notes
Editing and Deleting Notes

Opportunities
What is an Opportunity?
Opportunities Tab Page
Viewing Opportunities
Custom Opportunity Views
Manage Opportunities
Managing Opportunities
Creating a New Opportunity
Saving an Opportunity
Edit an Opportunity
Delete an Opportunity
Opportunity Reports
Linking to an Account
Adding a Note
Adding a Task

Organization Mapping with Accounts Parent Account Field

Profiles
Creating and Editing Profiles
Managing Profiles Profile drop-down in User
Add/Edit screens
Disabling a Tab in the Related Records Section
Setting User Login Hours Restrictions (Rules)
Assigning Login Rules to Profiles
Standard Profiles

Public Knowledge Base
Overview
Adding solutions

Reports
Generating Reports
Creating Custom Reports
Editing Custom Reports
Deleting Custom Reports
Filtering Reports & Views
Sorting Reports & Views

Sales Commission Programs
Enabling Commissions Porgram
Sales Commission

Sales Contracts
Contracts tab
Contract Mangement

Skype Integration

Spell Checker

Stay-in-Touch Mass Email
Exporting data
Mail merge

Tab Page Views
Creating Custom Views
Editing Custom Views
Deleting Custom Views

Tasks
What is a Task?
Viewing Tasks
Creating Tasks
Linking Tasks
Editing and Deleting Tasks
Task History

The Sidebar
Adjusting the Sidebar
Sidebar Panel Tools
Search
Advanced Search
My Favorites
Item History
Messenger
Calculator
Company Messages
Date & Time
Calendar

Trash Can
Restoring Deleted Items

Violation of Corporate Policies
Violations tab
Reports on Violations
Quick create for Violations
Importing/Custom Views for Violations
Viewing a Policy
Policy Violation Report

Web based Project Management
What is Web based Project Management ?
Viewing Projects
Viewing Project Tasks
Viewing Project Resources
Viewing Project Expenditures
Featured Projects
Managing Projects
Creating a Project
Saving a Project
Editing a Project
Deleting a Project
Project Tasks
Creating Project Tasks
Adding Project Tasks
Removing Project Tasks
Project Resources
Creating Project Resources
Adding Project Resources
Removing Project Tasks
Project Expenditures
Creating Expenditures
Removing Expenditures
Tracking Project Progress


Web Capture Tool
Creating a Capture Tool
Generating HTML
Editing a Capture Tool
Deleting a Capture Tool
Web Capture Fields

Workflow
Overview
Big Deal Alert
At-Risk Deal Alert
Business Support Hours
Workflow Rules
Workflow Tasks
Workflow Alerts
Adding Conditions

Working with Mass Data

ZIP Code Proxomoty Search

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:

  1. To view a profile, click Control Panel | User & Role Management | Manage Profiles, and select the name of a profile then Click View.
  2. To create a new profile, click Add Profile on the profile list page. Give the new profile a name, choose what functions to allow/disallow and click Save. Then, click Edit to change the profile as necessary. Alternatively, view an existing profile and click Clone.
  3. To edit a custom profile, click View on the profile list page then click Edit. Modify the profile name, description, tab settings, and permissions as needed.
  4. To delete a custom profile, click Delete on the profile list page.

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.


Managing Profiles

A profile defines a user’s permission to perform different functions within Salesboom.com applications such as import/export of data, managing and adding Users, customizing tabs, managing workflow and more. Profiles also control the following:

  • The field-level security access that the user has to view and edit specific fields. (e.g. Only the Standard Solution Manager profile can include a solution in the public knowledge base, therefore that profile will be the only one to edit the field Add To Public Knowledge Base)
  • Which tabs the user can view and what order.
  • The hours and IP addresses from which the user can or cannot log in.

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)

  1. 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)
  2. 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".
  3. Selecting " -- None -- " for both start/ending hours means that the user can login for the entire day, every day. (24/7/365)
  4. The starting hour must be less than the ending hour. e.g. from 6 PM to 12 AM"
  5. 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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